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

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,705 shares of VYM stock, worth $468,200. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,705
Previous 49,727 92.55%
Holding current value
$468,200
Previous $6.38 Million 92.6%
% of portfolio
0.02%
Previous 0.23%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$126.68 - $134.74 $5.83 Million - $6.2 Million
-46,022 Reduced 92.55%
3,705 $472,000
Q3 2024

Nov 12, 2024
BUY
$117.9 - $128.2 $5.41 Million - $5.88 Million
45,863 Added 1186.93%
49,727 $6.38 Million
Q2 2024

Aug 12, 2024
SELL
$114.71 - $121.51 $82,017 - $86,879
-715 Reduced 15.61%
3,864 $458,000
Q1 2024

May 15, 2024
SELL
$109.98 - $120.99 $503,598 - $554,013
-4,579 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$109.98 - $120.99 $16,057 - $17,664
146 Added 3.29%
4,579 $554,000
Q4 2023

Feb 13, 2024
SELL
$98.71 - $111.84 $89,826 - $101,774
-910 Reduced 17.03%
4,433 $494,000
Q3 2023

Nov 13, 2023
BUY
$103.32 - $110.34 $94,331 - $100,740
913 Added 20.61%
5,343 $552,000
Q2 2023

Aug 10, 2023
SELL
$101.36 - $107.68 $115,955 - $123,185
-1,144 Reduced 20.52%
4,430 $469,000
Q1 2023

May 12, 2023
SELL
$100.82 - $111.44 $69,565 - $76,893
-690 Reduced 11.02%
5,574 $588,000
Q4 2022

Feb 13, 2023
SELL
$96.14 - $113.15 $17,593 - $20,706
-183 Reduced 2.84%
6,264 $678,000
Q3 2022

Nov 14, 2022
BUY
$94.88 - $110.28 $85,392 - $99,252
900 Added 16.22%
6,447 $612,000
Q2 2022

Aug 12, 2022
BUY
$99.2 - $114.57 $18,153 - $20,966
183 Added 3.41%
5,547 $564,000
Q1 2022

May 13, 2022
BUY
$107.24 - $115.01 $45,577 - $48,879
425 Added 8.6%
5,364 $602,000
Q4 2021

Feb 14, 2022
BUY
$104.33 - $112.16 $5,842 - $6,280
56 Added 1.15%
4,939 $554,000
Q3 2021

Nov 12, 2021
BUY
$102.3 - $108.36 $120,611 - $127,756
1,179 Added 31.83%
4,883 $505,000
Q2 2021

Aug 17, 2021
BUY
$101.6 - $107.95 $11,277 - $11,982
111 Added 3.09%
3,704 $388,000
Q1 2021

May 13, 2021
BUY
$90.4 - $101.83 $110,740 - $124,741
1,225 Added 51.73%
3,593 $363,000
Q4 2020

Feb 12, 2021
BUY
$78.88 - $92.1 $186,787 - $218,092
2,368 New
2,368 $216,000
Q3 2020

Nov 13, 2020
SELL
$77.57 - $85.18 $248,844 - $273,257
-3,208 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$67.79 - $86.78 $217,470 - $278,390
3,208 New
3,208 $253,000

Others Institutions Holding VYM

# of Institutions
1,955
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
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 Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email