Fingerlakes Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Fingerlakes Wealth Management, Inc.

$123 Million
Q4 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 5,159 shares of VYM stock, worth $682,845. This represents 0.53% of its overall portfolio holdings.

Number of Shares

5,159

Previous 5,150 0.17%

Holding current value

$682,845

Previous $660,000 0.3%

% of portfolio

0.53%

Previous 0.55%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$126.68 - $134.74 $1,140 - $1,212	9 Added 0.17%	5,159 $658,000
Q3 2024 Oct 31, 2024	BUY	$117.9 - $128.2 $943 - $1,025	8 Added 0.16%	5,150 $660,000
Q2 2024 Aug 07, 2024	BUY	$114.71 - $121.51 $1,032 - $1,093	9 Added 0.18%	5,142 $609,000
Q4 2023 Jan 26, 2024	SELL	$98.71 - $111.84 $78,770 - $89,248	-798 Reduced 13.45%	5,133 $572,000
Q3 2023 Nov 07, 2023	BUY	$103.32 - $110.34 $826 - $882	8 Added 0.14%	5,931 $612,000
Q2 2023 Aug 10, 2023	BUY	$101.36 - $107.68 $1,013 - $1,076	10 Added 0.17%	5,923 $628,000
Q1 2023 May 02, 2023	BUY	$100.82 - $111.44 $806 - $891	8 Added 0.14%	5,913 $623,000
Q4 2022 Feb 10, 2023	BUY	$96.14 - $113.15 $961 - $1,131	10 Added 0.17%	5,905 $638,000
Q3 2022 Oct 28, 2022	SELL	$94.88 - $110.28 $4,459 - $5,183	-47 Reduced 0.79%	5,895 $559,000
Q2 2022 Aug 05, 2022	SELL	$99.2 - $114.57 $132,729 - $153,294	-1,338 Reduced 18.38%	5,942 $604,000
Q1 2022 May 06, 2022	SELL	$107.24 - $115.01 $857 - $920	-8 Reduced 0.11%	7,280 $817,000
Q4 2021 Feb 17, 2022	BUY	$104.33 - $112.16 $760,357 - $817,422	7,288 New	7,288 $816,000

Others Institutions Holding VYM

# of Institutions

1,837

Shares Held

181M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Fingerlakes Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History