Wealth Management Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Management Partners, LLC holds 30,892 shares of VYM stock, worth $4.09 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

30,892

Previous 32,613 5.28%

Holding current value

$4.09 Million

Previous $4.18 Million 5.72%

% of portfolio

1.72%

Previous 1.96%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$126.68 - $134.74 $218,016 - $231,887	-1,721 Reduced 5.28%	30,892 $3.94 Million
Q3 2024 Oct 21, 2024	SELL	$117.9 - $128.2 $155,038 - $168,582	-1,315 Reduced 3.88%	32,613 $4.18 Million
Q2 2024 Jul 12, 2024	SELL	$114.71 - $121.51 $97,847 - $103,648	-853 Reduced 2.45%	33,928 $4.02 Million
Q1 2024 Apr 12, 2024	SELL	$109.98 - $120.99 $371,512 - $408,704	-3,378 Reduced 8.85%	34,781 $4.21 Million
Q4 2023 Jan 10, 2024	SELL	$98.71 - $111.84 $44,518 - $50,439	-451 Reduced 1.17%	38,159 $4.26 Million
Q3 2023 Oct 24, 2023	BUY	$103.32 - $110.34 $123,570 - $131,966	1,196 Added 3.2%	38,610 $3.99 Million
Q2 2023 Jul 24, 2023	SELL	$101.36 - $107.68 $196,638 - $208,899	-1,940 Reduced 4.93%	37,414 $3.97 Million
Q1 2023 Apr 14, 2023	SELL	$100.82 - $111.44 $266,769 - $294,870	-2,646 Reduced 6.3%	39,354 $4.15 Million
Q4 2022 Jan 20, 2023	BUY	$96.14 - $113.15 $96,140 - $113,150	1,000 Added 2.44%	42,000 $0
Q3 2022 Oct 21, 2022	BUY	$94.88 - $110.28 $94,880 - $110,280	1,000 Added 2.5%	41,000 $3.99 Million
Q2 2022 Jul 15, 2022	SELL	$99.2 - $114.57 $496,000 - $572,850	-5,000 Reduced 11.11%	40,000 $4.33 Million
Q1 2022 Apr 13, 2022	BUY	$107.24 - $115.01 $107,240 - $115,010	1,000 Added 2.27%	45,000 $5.02 Million
Q4 2021 Jan 19, 2022	SELL	$104.33 - $112.16 $67,292 - $72,343	-645 Reduced 1.44%	44,000 $4.98 Million
Q3 2021 Oct 29, 2021	BUY	$102.3 - $108.36 $8,286 - $8,777	81 Added 0.18%	44,645 $4.61 Million
Q2 2021 Jul 14, 2021	BUY	$101.6 - $107.95 $715,162 - $759,860	7,039 Added 18.76%	44,564 $4.67 Million
Q1 2021 Apr 15, 2021	SELL	$90.4 - $101.83 $239,469 - $269,747	-2,649 Reduced 6.59%	37,525 $3.84 Million
Q4 2020 Feb 04, 2021	BUY	$78.88 - $92.1 $3.17 Million - $3.7 Million	40,174 New	40,174 $3.78 Million

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

Ticker VYM
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Wealth Management Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History