Confluence Wealth Services, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 20,173 shares of VYM stock, worth $2.59 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,173
Previous 22,036 8.45%
Holding current value
$2.59 Million
Previous $2.61 Million 1.03%
% of portfolio
0.2%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$117.9 - $128.2 $219,647 - $238,836
-1,863 Reduced 8.45%
20,173 $2.59 Million
Q2 2024

Jul 31, 2024
BUY
$114.71 - $121.51 $36,248 - $38,397
316 Added 1.45%
22,036 $2.61 Million
Q1 2024

Apr 22, 2024
SELL
$109.98 - $120.99 $315,422 - $346,999
-2,868 Reduced 11.66%
21,720 $2.63 Million
Q4 2023

Jan 25, 2024
BUY
$98.71 - $111.84 $1.86 Million - $2.11 Million
18,890 Added 331.52%
24,588 $2.74 Million
Q3 2023

Nov 01, 2023
BUY
$103.32 - $110.34 $206 - $220
2 Added 0.04%
5,698 $588,000
Q2 2023

Aug 01, 2023
BUY
$101.36 - $107.68 $1,317 - $1,399
13 Added 0.23%
5,696 $604,000
Q1 2023

May 11, 2023
SELL
$100.82 - $111.44 $55,955 - $61,849
-555 Reduced 8.9%
5,683 $599,000
Q4 2022

Feb 10, 2023
BUY
$96.14 - $113.15 $213,430 - $251,193
2,220 Added 55.25%
6,238 $675,000
Q3 2022

Nov 08, 2022
BUY
$94.88 - $110.28 $75,429 - $87,672
795 Added 24.67%
4,018 $381,000
Q2 2022

Aug 15, 2022
BUY
$99.2 - $114.57 $102,076 - $117,892
1,029 Added 46.9%
3,223 $348,000
Q1 2022

Apr 26, 2022
BUY
$107.24 - $115.01 $19,410 - $20,816
181 Added 8.99%
2,194 $246,000
Q4 2021

Feb 10, 2022
BUY
$104.33 - $112.16 $210,016 - $225,778
2,013 New
2,013 $225,000

Others Institutions Holding VYM

# of Institutions
1,744
Shares Held
174M
Call Options Held
1.59M
Put Options Held
278K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email