Avidian Wealth Solutions, LLC Vanguard Whitehall Fds (Vangua Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 22,410 shares of VYM stock, worth $2.98 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

22,410

Previous 22,506 0.43%

Holding current value

$2.98 Million

Previous $2.89 Million 0.9%

% of portfolio

0.13%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$126.68 - $134.74 $12,161 - $12,935	-96 Reduced 0.43%	22,410 $2.86 Million
Q3 2024 Oct 30, 2024	BUY	$117.9 - $128.2 $6,012 - $6,538	51 Added 0.23%	22,506 $2.89 Million
Q2 2024 Aug 06, 2024	BUY	$114.71 - $121.51 $444,157 - $470,486	3,872 Added 20.84%	22,455 $2.66 Million
Q1 2024 May 03, 2024	BUY	$109.98 - $120.99 $44,981 - $49,484	409 Added 2.25%	18,583 $2.25 Million
Q4 2023 Feb 06, 2024	SELL	$98.71 - $111.84 $103,941 - $117,767	-1,053 Reduced 5.48%	18,174 $2.03 Million
Q3 2023 Oct 13, 2023	BUY	$103.32 - $110.34 $24,590 - $26,260	238 Added 1.25%	19,227 $1.99 Million
Q2 2023 Aug 03, 2023	SELL	$101.36 - $107.68 $1.36 Million - $1.44 Million	-13,414 Reduced 41.4%	18,989 $2.01 Million
Q1 2023 May 08, 2023	BUY	$100.82 - $111.44 $21,474 - $23,736	213 Added 0.66%	32,403 $3.42 Million
Q4 2022 Feb 06, 2023	BUY	$96.14 - $113.15 $149,786 - $176,287	1,558 Added 5.09%	32,190 $3.48 Million
Q3 2022 Nov 03, 2022	SELL	$94.88 - $110.28 $37,477 - $43,560	-395 Reduced 1.27%	30,632 $2.91 Million
Q2 2022 Jul 29, 2022	SELL	$99.2 - $114.57 $41,763 - $48,233	-421 Reduced 1.34%	31,027 $3.16 Million
Q1 2022 May 10, 2022	SELL	$107.24 - $115.01 $49,008 - $52,559	-457 Reduced 1.43%	31,448 $3.53 Million
Q4 2021 Feb 14, 2022	BUY	$104.33 - $112.16 $1.4 Million - $1.51 Million	13,419 Added 72.59%	31,905 $3.58 Million
Q3 2021 Nov 10, 2021	BUY	$102.3 - $108.36 $190,891 - $202,199	1,866 Added 11.23%	18,486 $1.91 Million
Q2 2021 Aug 09, 2021	BUY	$101.6 - $107.95 $473,760 - $503,370	4,663 Added 39.0%	16,620 $1.74 Million
Q1 2021 May 05, 2021	BUY	$90.4 - $101.83 $298,320 - $336,039	3,300 Added 38.12%	11,957 $1.21 Million
Q4 2020 Feb 09, 2021	BUY	$78.88 - $92.1 $682,864 - $797,309	8,657 New	8,657 $792,000
Q4 2018 Feb 14, 2019	SELL	N/A	-5,227 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	5,227 New	5,227 $434,000

Others Institutions Holding VYM

# of Institutions

1,943

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Avidian Wealth Solutions, LLC Vanguard Whitehall Fds (Vangua Transaction History