Monterey Private Wealth, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Monterey Private Wealth, Inc.

  • $303 Million
  • Q4 2024

A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,643 shares of VYM stock, worth $482,041. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,643
Previous 2,743 32.81%
Holding current value
$482,041
Previous $351,000 32.19%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Jan 16, 2025
BUY
$126.68 - $134.74 $114,012 - $121,266
900 Added 32.81%
3,643 $464,000
Q3 2024

Oct 03, 2024
SELL
$117.9 - $128.2 $7,191 - $7,820
-61 Reduced 2.18%
2,743 $351,000
Q2 2024

Jul 08, 2024
SELL
$114.71 - $121.51 $26,612 - $28,190
-232 Reduced 7.64%
2,804 $332,000
Q1 2024

Apr 09, 2024
SELL
$109.98 - $120.99 $4,839 - $5,323
-44 Reduced 1.43%
3,036 $367,000
Q4 2023

Jan 12, 2024
SELL
$98.71 - $111.84 $97,821 - $110,833
-991 Reduced 24.34%
3,080 $343,000
Q3 2023

Oct 10, 2023
BUY
$103.32 - $110.34 $11,675 - $12,468
113 Added 2.85%
4,071 $420,000
Q2 2023

Jul 11, 2023
SELL
$101.36 - $107.68 $81,594 - $86,682
-805 Reduced 16.9%
3,958 $419,000
Q1 2023

Apr 06, 2023
BUY
$100.82 - $111.44 $159,900 - $176,743
1,586 Added 49.92%
4,763 $502,000
Q4 2022

Jan 20, 2023
SELL
$96.14 - $113.15 $15,959 - $18,782
-166 Reduced 4.97%
3,177 $0
Q3 2022

Oct 11, 2022
BUY
$94.88 - $110.28 $39,280 - $45,655
414 Added 14.13%
3,343 $322,000
Q2 2022

Jul 13, 2022
BUY
$99.2 - $114.57 $1,587 - $1,833
16 Added 0.55%
2,929 $298,000
Q1 2022

Apr 08, 2022
SELL
$107.24 - $115.01 $6,327 - $6,785
-59 Reduced 1.99%
2,913 $332,000
Q4 2021

Jan 18, 2022
SELL
$104.33 - $112.16 $24,934 - $26,806
-239 Reduced 7.44%
2,972 $333,000
Q3 2021

Oct 08, 2021
SELL
$102.3 - $108.36 $14,628 - $15,495
-143 Reduced 4.26%
3,211 $337,000
Q2 2021

Aug 30, 2021
SELL
$101.6 - $107.95 $3,251 - $3,454
-32 Reduced 0.95%
3,354 $351,000
Q1 2021

Apr 28, 2021
SELL
$90.4 - $101.83 $2,892 - $3,258
-32 Reduced 0.94%
3,386 $349,000
Q4 2020

Feb 16, 2021
SELL
$78.88 - $92.1 $56,399 - $65,851
-715 Reduced 17.3%
3,418 $313,000
Q3 2020

Feb 24, 2021
BUY
$77.57 - $85.18 $1,706 - $1,873
22 Added 0.54%
4,133 $334,000
Q2 2020

Feb 24, 2021
SELL
$67.79 - $86.78 $216,860 - $277,609
-3,199 Reduced 43.76%
4,111 $324,000
Q1 2020

Feb 24, 2021
BUY
$60.97 - $94.78 $88,528 - $137,620
1,452 Added 24.79%
7,310 $517,000
Q4 2019

Feb 24, 2021
BUY
$85.84 - $94.47 $502,850 - $553,405
5,858 New
5,858 $549,000

Others Institutions Holding VYM

# of Institutions
1,872
Shares Held
189M
Call Options Held
1.79M
Put Options Held
394K
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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