Heritage Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Heritage Wealth Partners, LLC

  • $65.6 Billion
  • Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,613 shares of VYM stock, worth $227,449. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,613
Previous 1,735 7.03%
Holding current value
$227,449
Previous $221 Million 6.02%
% of portfolio
0.32%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$126.11 - $135.06 $15,385 - $16,477
-122 Reduced 7.03%
1,613 $208 Million
Q4 2024

Jan 13, 2025
SELL
$126.68 - $134.74 $10,767 - $11,452
-85 Reduced 4.67%
1,735 $221 Million
Q3 2024

Oct 08, 2024
BUY
$117.9 - $128.2 $214,578 - $233,323
1,820 New
1,820 $233 Million

Others Institutions Holding VYM

# of Institutions
2,099
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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