Mittelman Wealth Management Vanguard Whitehall Fds (Vangua Transaction History

Mittelman Wealth Management

  • $107 Billion
  • Q4 2024

A detailed history of Mittelman Wealth Management transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mittelman Wealth Management holds 139,286 shares of VYM stock, worth $18.5 Million. This represents 16.53% of its overall portfolio holdings.

Number of Shares
139,286
Previous 227,342 38.73%
Holding current value
$18.5 Million
Previous $29.1 Billion 39.02%
% of portfolio
16.53%
Previous 16.56%

Shares

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

Feb 18, 2025
SELL
$126.68 - $134.74 $11.2 Million - $11.9 Million
-88,056 Reduced 38.73%
139,286 $17.8 Billion
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

# of Institutions
1,944
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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