Kapstone Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Kapstone Financial Advisors LLC

$187 Billion
Q4 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 31,812 shares of VYM stock, worth $4.21 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

31,812

Previous 31,812 -0.0%

Holding current value

$4.21 Million

Previous $4.06 Billion 3.22%

% of portfolio

2.24%

Previous 2.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$117.9 - $128.2 $53,880 - $58,587	-457 Reduced 1.42%	31,812 $4.06 Billion
Q2 2024 Aug 02, 2024	SELL	$114.71 - $121.51 $63,205 - $66,952	-551 Reduced 1.68%	32,269 $3.83 Billion
Q1 2024 May 13, 2024	BUY	$109.98 - $120.99 $81,275 - $89,411	739 Added 2.3%	32,820 $3.97 Billion
Q4 2023 Feb 05, 2024	BUY	$98.71 - $111.84 $62,582 - $70,906	634 Added 2.02%	32,081 $3.63 Billion
Q2 2023 Aug 08, 2023	SELL	$101.36 - $107.68 $80,175 - $85,174	-791 Reduced 2.45%	31,447 $3.46 Billion
Q1 2023 Apr 20, 2023	BUY	$100.82 - $111.44 $1,008 - $1,114	10 Added 0.03%	32,238 $3.45 Billion
Q4 2022 Feb 15, 2023	BUY	$96.14 - $113.15 $3.1 Million - $3.65 Million	32,228 New	32,228 $3.57 Billion

Others Institutions Holding VYM

# of Institutions

1,866

Shares Held

189M

Call Options Held

1.89M

Put Options Held

394K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.

Account

Kapstone Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History