Forza Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Forza Wealth Management, LLC

  • $261 Billion
  • Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Forza Wealth Management, LLC holds 29,581 shares of VYM stock, worth $4.17 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
29,581
Previous 29,671 0.3%
Holding current value
$4.17 Million
Previous $3.96 Billion 5.41%
% of portfolio
1.6%
Previous 1.62%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$132.9 - $142.03 $11,961 - $12,782
-90 Reduced 0.3%
29,581 $4.17 Billion
Q2 2025

Jul 18, 2025
BUY
$114.78 - $133.31 $731,492 - $849,584
6,373 Added 27.35%
29,671 $3.96 Billion
Q1 2025

Apr 30, 2025
SELL
$126.11 - $135.06 $33,797 - $36,196
-268 Reduced 1.14%
23,298 $3 Billion
Q4 2024

Jan 13, 2025
SELL
$126.68 - $134.74 $9,120 - $9,701
-72 Reduced 0.3%
23,566 $3.01 Billion
Q3 2024

Oct 28, 2024
BUY
$117.9 - $128.2 $35,487 - $38,588
301 Added 1.29%
23,638 $3.03 Billion
Q2 2024

Jul 17, 2024
SELL
$114.71 - $121.51 $121,936 - $129,165
-1,063 Reduced 4.36%
23,337 $2.77 Billion
Q1 2024

Apr 22, 2024
SELL
$109.98 - $120.99 $107,780 - $118,570
-980 Reduced 3.86%
24,400 $2.95 Billion
Q4 2023

Jan 24, 2024
BUY
$98.71 - $111.84 $359,304 - $407,097
3,640 Added 16.74%
25,380 $2.83 Billion
Q2 2023

Jul 25, 2023
SELL
$101.36 - $107.68 $121,632 - $129,216
-1,200 Reduced 5.23%
21,740 $2.31 Billion
Q1 2023

May 03, 2023
BUY
$100.82 - $111.44 $806 - $891
8 Added 0.03%
22,940 $2.42 Billion
Q4 2022

Feb 06, 2023
BUY
$96.14 - $113.15 $2.2 Million - $2.59 Million
22,932 New
22,932 $2.48 Billion

Others Institutions Holding VYM

# of Institutions
2,097
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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