Clearview Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 2,646 shares of VYM stock, worth $319,742. This represents 0.26% of its overall portfolio holdings.

Number of Shares

2,646

Previous 2,418 9.43%

Holding current value

$319,742

Previous $309,000 9.06%

% of portfolio

0.26%

Previous 0.24%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$126.68 - $134.74 $28,883 - $30,720	228 Added 9.43%	2,646 $337,000
Q3 2024 Oct 15, 2024	SELL	$117.9 - $128.2 $50,579 - $54,997	-429 Reduced 15.07%	2,418 $309,000
Q2 2024 Jul 31, 2024	SELL	$114.71 - $121.51 $2,523 - $2,673	-22 Reduced 0.77%	2,847 $337,000
Q1 2024 Apr 09, 2024	SELL	$109.98 - $120.99 $189,275 - $208,223	-1,721 Reduced 37.49%	2,869 $347,000
Q4 2023 Jan 12, 2024	SELL	$98.71 - $111.84 $12,832 - $14,539	-130 Reduced 2.75%	4,590 $512,000
Q3 2023 Oct 30, 2023	SELL	$103.32 - $110.34 $53,209 - $56,825	-515 Reduced 9.84%	4,720 $487,000
Q2 2023 Aug 07, 2023	SELL	$101.36 - $107.68 $15,913 - $16,905	-157 Reduced 2.91%	5,235 $555,000
Q1 2023 Apr 12, 2023	SELL	$100.82 - $111.44 $2.07 Million - $2.29 Million	-20,562 Reduced 79.22%	5,392 $568,000
Q4 2022 Jan 31, 2023	BUY	$96.14 - $113.15 $2.4 Million - $2.82 Million	24,922 Added 2414.92%	25,954 $2.81 Million
Q3 2022 Oct 18, 2022	SELL	$94.88 - $110.28 $1,897 - $2,205	-20 Reduced 1.9%	1,032 $98,000
Q2 2022 Aug 05, 2022	SELL	$99.2 - $114.57 $17,062 - $19,706	-172 Reduced 14.05%	1,052 $107,000
Q1 2022 Apr 29, 2022	SELL	$107.24 - $115.01 $4,611 - $4,945	-43 Reduced 3.39%	1,224 $137,000
Q4 2021 Feb 02, 2022	SELL	$104.33 - $112.16 $215,650 - $231,834	-2,067 Reduced 62.0%	1,267 $142,000
Q3 2021 Nov 02, 2021	SELL	$102.3 - $108.36 $752,621 - $797,204	-7,357 Reduced 68.81%	3,334 $345,000
Q2 2021 Jul 30, 2021	BUY	$101.6 - $107.95 $631,240 - $670,693	6,213 Added 138.74%	10,691 $1.12 Million
Q1 2021 May 06, 2021	BUY	$90.4 - $101.83 $403,907 - $454,976	4,468 Added 44680.0%	4,478 $453,000
Q4 2020 Jan 21, 2021	BUY	$78.88 - $92.1 $788 - $921	10 New	10 $1,000

Others Institutions Holding VYM

# of Institutions

1,967

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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Clearview Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History