Strategic Financial Concepts, LLC Vanguard Whitehall Fds (Vangua Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 389,247 shares of VYM stock, worth $51.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

389,247

Previous 2,953 13081.41%

Holding current value

$51.5 Million

Previous $379 Million 95.58%

% of portfolio

0.13%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$126.68 - $134.74 $48.6 Million - $51.7 Million	-383,444 Reduced 98.51%	5,803 $740 Million
Q4 2024 Jan 27, 2025	BUY	$126.68 - $134.74 $48.9 Million - $52 Million	386,294 Added 13081.41%	389,247 $740 Million
Q3 2024 Nov 12, 2024	SELL	$117.9 - $128.2 $42.8 Million - $46.5 Million	-362,972 Reduced 99.19%	2,953 $379 Million
Q2 2024 Aug 06, 2024	BUY	$114.71 - $121.51 $41.3 Million - $43.8 Million	360,192 Added 6282.78%	365,925 $338 Million
Q1 2024 Apr 22, 2024	BUY	$109.98 - $120.99 $301,015 - $331,149	2,737 Added 91.36%	5,733 $694 Million
Q4 2023 Jan 18, 2024	SELL	$98.71 - $111.84 $302,940 - $343,236	-3,069 Reduced 50.6%	2,996 $334 Million
Q3 2023 Nov 07, 2023	SELL	$103.32 - $110.34 $18,184 - $19,419	-176 Reduced 2.82%	6,065 $627 Million
Q2 2023 Sep 06, 2023	BUY	$101.36 - $107.68 $7,906 - $8,399	78 Added 1.27%	6,241 $662 Million
Q1 2023 Sep 06, 2023	BUY	$100.82 - $111.44 $621,353 - $686,804	6,163 New	6,163 $650 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
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Vanguard Whitehall Fds (Vangua Transaction History