Wealth Effects LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealth Effects LLC

$255 Million
Q3 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Effects LLC holds 4,204 shares of VYM stock, worth $540,466. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,204

Previous 4,036 4.16%

Holding current value

$540,466

Previous $478,000 12.55%

% of portfolio

0.21%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$117.9 - $128.2 $19,807 - $21,537	168 Added 4.16%	4,204 $538,000
Q2 2024 Aug 02, 2024	BUY	$114.71 - $121.51 $47,604 - $50,426	415 Added 11.46%	4,036 $478,000
Q1 2024 Apr 22, 2024	BUY	$109.98 - $120.99 $24,305 - $26,738	221 Added 6.5%	3,621 $438,000
Q4 2023 Jan 29, 2024	BUY	$98.71 - $111.84 $29,415 - $33,328	298 Added 9.61%	3,400 $379,000
Q3 2023 Oct 16, 2023	BUY	$103.32 - $110.34 $13,948 - $14,895	135 Added 4.55%	3,102 $320,000
Q2 2023 Jul 18, 2023	BUY	$101.36 - $107.68 $51,896 - $55,132	512 Added 20.86%	2,967 $314,000
Q1 2023 May 04, 2023	BUY	$100.82 - $111.44 $247,513 - $273,585	2,455 New	2,455 $259,000

Others Institutions Holding VYM

# of Institutions

1,744

Shares Held

174M

Call Options Held

1.59M

Put Options Held

278K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Wealth Effects LLC Vanguard Whitehall Fds (Vangua Transaction History