A detailed history of Mittelman Wealth Management transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mittelman Wealth Management holds 227,342 shares of VYM stock, worth $29.3 Million. This represents 16.56% of its overall portfolio holdings.

Number of Shares
227,342
Previous 86,738 162.1%
Holding current value
$29.3 Million
Previous $10.3 Billion 183.32%
% of portfolio
16.56%
Previous 6.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

BUY
$117.9 - $128.2 $16.6 Million - $18 Million
140,604 Added 162.1%
227,342 $29.1 Billion
Q2 2024

Aug 12, 2024

SELL
$114.71 - $121.51 $49,784 - $52,735
-434 Reduced 0.5%
86,738 $10.3 Billion
Q1 2024

May 06, 2024

BUY
$109.98 - $120.99 $9.59 Million - $10.5 Million
87,172 New
87,172 $10.5 Billion

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Mittelman Wealth Management Portfolio

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

News

Stay updated on Mittelman Wealth Management with notifications on news.