Pb Mares Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Pb Mares Wealth Management LLC

$474 Million
Q3 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,375 shares of VYM stock, worth $434,159. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,375

Previous 3,374 0.03%

Holding current value

$434,159

Previous $400,000 8.0%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$117.9 - $128.2 $117 - $128	1 Added 0.03%	3,375 $432,000
Q2 2024 Jul 22, 2024	BUY	$114.71 - $121.51 $344 - $364	3 Added 0.09%	3,374 $400,000
Q1 2024 Apr 29, 2024	SELL	$109.98 - $120.99 $32,884 - $36,176	-299 Reduced 8.15%	3,371 $407,000
Q4 2023 Jan 26, 2024	BUY	$98.71 - $111.84 $121,709 - $137,898	1,233 Added 50.59%	3,670 $409,000
Q3 2023 Oct 26, 2023	BUY	$103.32 - $110.34 $206 - $220	2 Added 0.08%	2,437 $251,000
Q2 2023 Jul 24, 2023	SELL	$101.36 - $107.68 $101 - $107	-1 Reduced 0.04%	2,435 $258,000
Q1 2023 Apr 27, 2023	BUY	$100.82 - $111.44 $201 - $222	2 Added 0.08%	2,436 $256,000
Q4 2022 Jan 31, 2023	BUY	$96.14 - $113.15 $234,004 - $275,407	2,434 New	2,434 $263,000
Q2 2022 Jul 21, 2022	BUY	$99.2 - $114.57 $201,376 - $232,577	2,030 New	2,030 $206,000

Others Institutions Holding VYM

# of Institutions

1,799

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Pb Mares Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History