A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 3,605 shares of VYM stock, worth $465,008. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,605
Previous 4,008 10.05%
Holding current value
$465,008
Previous $475,000 2.74%
% of portfolio
0.26%
Previous 0.3%

Shares

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

Oct 21, 2024

SELL
$117.9 - $128.2 $47,513 - $51,664
-403 Reduced 10.05%
3,605 $462,000
Q2 2024

Aug 02, 2024

SELL
$114.71 - $121.51 $21,336 - $22,600
-186 Reduced 4.43%
4,008 $475,000
Q1 2024

Apr 24, 2024

SELL
$109.98 - $120.99 $752,373 - $827,692
-6,841 Reduced 61.99%
4,194 $507,000
Q4 2023

Jan 23, 2024

BUY
$98.71 - $111.84 $68,504 - $77,616
694 Added 6.71%
11,035 $1.23 Million
Q3 2023

Nov 01, 2023

BUY
$103.32 - $110.34 $1.07 Million - $1.14 Million
10,341 New
10,341 $1.07 Million
Q2 2022

Jul 15, 2022

SELL
$99.2 - $114.57 $14,284 - $16,498
-144 Reduced 1.44%
9,828 $995,000
Q1 2022

Apr 29, 2022

BUY
$107.24 - $115.01 $1.07 Million - $1.15 Million
9,972 New
9,972 $1.12 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


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

Track Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth 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 Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.