Wealthspan Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealthspan Partners, LLC

$198 Million
Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealthspan Partners, LLC holds 38,753 shares of VYM stock, worth $5.15 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

38,753

Previous 37,290 3.92%

Holding current value

$5.15 Million

Previous $4.42 Million 12.35%

% of portfolio

2.51%

Previous 2.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$117.9 - $128.2 $172,487 - $187,556	1,463 Added 3.92%	38,753 $4.97 Million
Q2 2024 Jul 19, 2024	BUY	$114.71 - $121.51 $311,896 - $330,385	2,719 Added 7.86%	37,290 $4.42 Million
Q1 2024 Apr 29, 2024	BUY	$109.98 - $120.99 $23,205 - $25,528	211 Added 0.61%	34,571 $4.18 Million
Q4 2023 Jan 29, 2024	SELL	$98.71 - $111.84 $117,958 - $133,648	-1,195 Reduced 3.36%	34,360 $3.84 Million
Q3 2023 Nov 01, 2023	SELL	$103.32 - $110.34 $516 - $551	-5 Reduced 0.01%	35,555 $3.67 Million
Q2 2023 Aug 08, 2023	BUY	$101.36 - $107.68 $32,739 - $34,780	323 Added 0.92%	35,560 $3.77 Million
Q1 2023 Apr 21, 2023	BUY	$100.82 - $111.44 $197,909 - $218,756	1,963 Added 5.9%	35,237 $3.72 Million
Q4 2022 Feb 13, 2023	BUY	$96.14 - $113.15 $931,788 - $1.1 Million	9,692 Added 41.1%	33,274 $3.6 Million
Q3 2022 Nov 14, 2022	BUY	$94.88 - $110.28 $1.04 Million - $1.21 Million	10,941 Added 86.55%	23,582 $2.24 Million
Q2 2022 Aug 11, 2022	BUY	$99.2 - $114.57 $782,291 - $903,499	7,886 Added 165.85%	12,641 $1.29 Million
Q1 2022 May 12, 2022	BUY	$107.24 - $115.01 $14,262 - $15,296	133 Added 2.88%	4,755 $534,000
Q4 2021 Feb 15, 2022	BUY	$104.33 - $112.16 $482,213 - $518,403	4,622 New	4,622 $518,000

Others Institutions Holding VYM

# of Institutions

1,814

Shares Held

180M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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