Financial Advocates Investment Management Vanguard Whitehall Fds (Vangua Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Financial Advocates Investment Management holds 24,258 shares of VYM stock, worth $3.21 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

24,258

Previous 28,071 13.58%

Holding current value

$3.21 Million

Previous $3.6 Million 13.98%

% of portfolio

0.18%

Previous 0.2%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$126.68 - $134.74 $483,030 - $513,763	-3,813 Reduced 13.58%	24,258 $3.1 Million
Q3 2024 Oct 25, 2024	SELL	$117.9 - $128.2 $113,655 - $123,584	-964 Reduced 3.32%	28,071 $3.6 Million
Q2 2024 Jul 26, 2024	SELL	$114.71 - $121.51 $395,978 - $419,452	-3,452 Reduced 10.63%	29,035 $3.44 Million
Q1 2024 May 01, 2024	SELL	$109.98 - $120.99 $120,428 - $132,484	-1,095 Reduced 3.26%	32,487 $3.93 Million
Q4 2023 Feb 08, 2024	SELL	$98.71 - $111.84 $121,610 - $137,786	-1,232 Reduced 3.54%	33,582 $3.75 Million
Q3 2023 Oct 27, 2023	BUY	$103.32 - $110.34 $168,204 - $179,633	1,628 Added 4.91%	34,814 $3.6 Million
Q2 2023 Aug 07, 2023	SELL	$101.36 - $107.68 $73,790 - $78,391	-728 Reduced 2.15%	33,186 $3.52 Million
Q1 2023 May 11, 2023	BUY	$100.82 - $111.44 $341,578 - $377,558	3,388 Added 11.1%	33,914 $3.58 Million
Q4 2022 Feb 14, 2023	SELL	$96.14 - $113.15 $147,671 - $173,798	-1,536 Reduced 4.79%	30,526 $3.3 Million
Q3 2022 Nov 14, 2022	SELL	$94.88 - $110.28 $32,354 - $37,605	-341 Reduced 1.05%	32,062 $2.92 Million
Q2 2022 Aug 12, 2022	SELL	$99.2 - $114.57 $291,152 - $336,262	-2,935 Reduced 8.31%	32,403 $3.3 Million
Q1 2022 May 11, 2022	SELL	$107.24 - $115.01 $43,217 - $46,349	-403 Reduced 1.13%	35,338 $3.97 Million
Q4 2021 Feb 14, 2022	SELL	$104.33 - $112.16 $335,838 - $361,043	-3,219 Reduced 8.26%	35,741 $4.01 Million
Q3 2021 Nov 04, 2021	BUY	$102.3 - $108.36 $95,036 - $100,666	929 Added 2.44%	38,960 $4.03 Million
Q2 2021 Aug 03, 2021	SELL	$101.6 - $107.95 $350,215 - $372,103	-3,447 Reduced 8.31%	38,031 $3.99 Million
Q1 2021 May 10, 2021	SELL	$90.4 - $101.83 $21,424 - $24,133	-237 Reduced 0.57%	41,478 $4.19 Million
Q4 2020 Feb 12, 2021	SELL	$78.88 - $92.1 $212,266 - $247,841	-2,691 Reduced 6.06%	41,715 $3.82 Million
Q3 2020 Nov 04, 2020	SELL	$77.57 - $85.18 $16,444 - $18,058	-212 Reduced 0.48%	44,406 $3.59 Million
Q2 2020 Aug 14, 2020	BUY	$67.79 - $86.78 $426,331 - $545,759	6,289 Added 16.41%	44,618 $3.52 Million
Q1 2020 Apr 29, 2020	SELL	$60.97 - $94.78 $342,163 - $531,905	-5,612 Reduced 12.77%	38,329 $2.71 Million
Q4 2019 Feb 13, 2020	BUY	$85.84 - $94.47 $100,346 - $110,435	1,169 Added 2.73%	43,941 $4.12 Million
Q3 2019 Nov 13, 2019	BUY	$88.2 - $89.75 $53,537 - $54,478	607 Added 1.44%	42,772 $3.8 Million
Q2 2019 Aug 08, 2019	BUY	N/A	402 Added 0.96%	42,165 $3.68 Million
Q1 2019 May 16, 2019	SELL	N/A	-2,355 Reduced 5.34%	41,763 $3.58 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-2,134 Reduced 4.61%	44,118 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,485 Added 5.68%	46,252 $0
Q2 2018 Aug 09, 2018	BUY	N/A	15,498 Added 54.82%	43,767 $3.63 Million
Q1 2018 May 11, 2018	SELL	N/A	-2,333 Reduced 7.62%	28,269 $2.33 Million
Q4 2017 Feb 15, 2018	BUY	N/A	30,602	30,602 $2.62 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Vanguard Whitehall Fds (Vangua Transaction History