Market Street Wealth Management Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Market Street Wealth Management Advisors LLC

  • $522 Million
  • Q1 2025

A detailed history of Market Street Wealth Management Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 2,203 shares of VYM stock, worth $266,210. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,203
Previous 2,384 7.59%
Holding current value
$266,210
Previous $304,000 7.89%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Apr 18, 2025
SELL
$126.11 - $135.06 $22,825 - $24,445
-181 Reduced 7.59%
2,203 $280,000
Q1 2024

Apr 11, 2024
SELL
$109.98 - $120.99 $4,399 - $4,839
-40 Reduced 1.65%
2,384 $288,000
Q4 2023

Jan 29, 2024
SELL
$98.71 - $111.84 $92,787 - $105,129
-940 Reduced 27.94%
2,424 $270,000
Q3 2023

Oct 12, 2023
SELL
$103.32 - $110.34 $34,508 - $36,853
-334 Reduced 9.03%
3,364 $347,000
Q2 2023

Jul 12, 2023
SELL
$101.36 - $107.68 $58,282 - $61,916
-575 Reduced 13.46%
3,698 $392,000
Q1 2023

Apr 18, 2023
SELL
$100.82 - $111.44 $213,133 - $235,584
-2,114 Reduced 33.1%
4,273 $450,000
Q4 2022

Jan 20, 2023
SELL
$96.14 - $113.15 $5.65 Million - $6.65 Million
-58,775 Reduced 90.2%
6,387 $0
Q3 2022

Oct 21, 2022
BUY
$94.88 - $110.28 $977,358 - $1.14 Million
10,301 Added 18.78%
65,162 $6.18 Million
Q2 2022

Jul 21, 2022
BUY
$99.2 - $114.57 $5.44 Million - $6.29 Million
54,861 New
54,861 $5.58 Million

Others Institutions Holding VYM

# of Institutions
1,968
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 Market Street Wealth Management Advisors LLC Portfolio

Follow Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Market Street Wealth Management Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email