Institute For Wealth Management, Llc. Vanguard Whitehall Fds (Vangua Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,535 shares of VYM stock, worth $339,816. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,535
Previous 2,741 7.52%
Holding current value
$339,816
Previous $351,000 7.98%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 23, 2025
SELL
$126.68 - $134.74 $26,096 - $27,756
-206 Reduced 7.52%
2,535 $323,000
Q3 2024

Nov 12, 2024
SELL
$117.9 - $128.2 $22,165 - $24,101
-188 Reduced 6.42%
2,741 $351,000
Q2 2024

Jul 25, 2024
SELL
$114.71 - $121.51 $21,794 - $23,086
-190 Reduced 6.09%
2,929 $347,000
Q1 2024

Apr 30, 2024
BUY
$109.98 - $120.99 $23,315 - $25,649
212 Added 7.29%
3,119 $377,000
Q4 2023

Jan 31, 2024
BUY
$98.71 - $111.84 $10,463 - $11,855
106 Added 3.78%
2,907 $324,000
Q3 2023

Oct 13, 2023
SELL
$103.32 - $110.34 $122,640 - $130,973
-1,187 Reduced 29.76%
2,801 $289,000
Q2 2023

Jul 25, 2023
SELL
$101.36 - $107.68 $3,547 - $3,768
-35 Reduced 0.87%
3,988 $423,000
Q1 2023

Apr 20, 2023
SELL
$100.82 - $111.44 $100 - $111
-1 Reduced 0.02%
4,023 $424,000
Q4 2022

Feb 02, 2023
BUY
$96.14 - $113.15 $2,595 - $3,055
27 Added 0.68%
4,024 $435,000
Q3 2022

Oct 18, 2022
BUY
$94.88 - $110.28 $3,320 - $3,859
35 Added 0.88%
3,997 $379,000
Q2 2022

Jul 25, 2022
BUY
$99.2 - $114.57 $8,630 - $9,967
87 Added 2.25%
3,962 $403,000
Q1 2022

Apr 29, 2022
BUY
$107.24 - $115.01 $44,290 - $47,499
413 Added 11.93%
3,875 $435,000
Q4 2021

Jan 21, 2022
SELL
$104.33 - $112.16 $1,564 - $1,682
-15 Reduced 0.43%
3,462 $388,000
Q3 2021

Nov 15, 2021
BUY
$102.3 - $108.36 $49,615 - $52,554
485 Added 16.21%
3,477 $359,000
Q2 2021

Jul 21, 2021
BUY
$101.6 - $107.95 $303,987 - $322,986
2,992 New
2,992 $313,000
Q3 2020

Nov 03, 2020
SELL
$77.57 - $85.18 $273,822 - $300,685
-3,530 Closed
0 $0
Q2 2020

Jul 30, 2020
SELL
$67.79 - $86.78 $11,456 - $14,665
-169 Reduced 4.57%
3,530 $278,000
Q1 2020

Apr 29, 2020
BUY
$60.97 - $94.78 $95,296 - $148,141
1,563 Added 73.17%
3,699 $262,000
Q4 2019

Feb 27, 2020
BUY
$85.84 - $94.47 $166,186 - $182,893
1,936 Added 968.0%
2,136 $200,000
Q4 2019

Jan 27, 2020
BUY
$85.84 - $94.47 $17,168 - $18,894
200 New
200 $200,000
Q1 2018

May 15, 2018
SELL
N/A
-5,111 Closed
0 $0
Q4 2017

Feb 12, 2018
SELL
N/A
-6,657 Reduced 56.57%
5,111 $437,000
Q3 2017

Nov 14, 2017
SELL
N/A
-775 Reduced 6.18%
11,768 $952,000
Q2 2017

Aug 14, 2017
BUY
N/A
12,543
12,543 $978,000

Others Institutions Holding VYM

# of Institutions
1,947
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
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