Founders Financial Alliance, LLC Vanguard Whitehall Fds (Vangua Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 24,849 shares of VYM stock, worth $3.32 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

24,849

Previous 25,554 2.76%

Holding current value

$3.32 Million

Previous $3.28 Million 3.24%

% of portfolio

0.89%

Previous 0.93%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$126.68 - $134.74 $89,309 - $94,991	-705 Reduced 2.76%	24,849 $3.17 Million
Q3 2024 Nov 01, 2024	SELL	$117.9 - $128.2 $60,011 - $65,253	-509 Reduced 1.95%	25,554 $3.28 Million
Q2 2024 Aug 23, 2024	SELL	$114.71 - $121.51 $247,429 - $262,097	-2,157 Reduced 7.64%	26,063 $3.09 Million
Q1 2024 May 14, 2024	BUY	$109.98 - $120.99 $2.6 Million - $2.86 Million	23,597 Added 510.43%	28,220 $3.41 Million
Q4 2023 Feb 09, 2024	BUY	$98.71 - $111.84 $2,467 - $2,796	25 Added 0.54%	4,623 $516,000
Q3 2023 Nov 13, 2023	SELL	$103.32 - $110.34 $30,789 - $32,881	-298 Reduced 6.09%	4,598 $475,000
Q2 2023 Aug 11, 2023	BUY	$101.36 - $107.68 $29,597 - $31,442	292 Added 6.34%	4,896 $519,000
Q1 2023 May 15, 2023	SELL	$100.82 - $111.44 $1,915 - $2,117	-19 Reduced 0.41%	4,604 $485,000
Q4 2022 Feb 15, 2023	BUY	$96.14 - $113.15 $2,115 - $2,489	22 Added 0.48%	4,623 $500,000
Q3 2022 Nov 14, 2022	SELL	$94.88 - $110.28 $35,200 - $40,913	-371 Reduced 7.46%	4,601 $437,000
Q2 2022 Aug 15, 2022	BUY	$99.2 - $114.57 $54,758 - $63,242	552 Added 12.49%	4,972 $506,000
Q1 2022 May 12, 2022	BUY	$107.24 - $115.01 $965 - $1,035	9 Added 0.2%	4,420 $496,000
Q4 2021 Feb 14, 2022	BUY	$104.33 - $112.16 $51,852 - $55,743	497 Added 12.7%	4,411 $495,000
Q3 2021 Nov 15, 2021	BUY	$102.3 - $108.36 $55,242 - $58,514	540 Added 16.0%	3,914 $404,000
Q2 2021 Aug 02, 2021	BUY	$101.6 - $107.95 $4,470 - $4,749	44 Added 1.32%	3,374 $355,000
Q1 2021 May 14, 2021	BUY	$90.4 - $101.83 $301,032 - $339,093	3,330 New	3,330 $346,000
Q4 2020 Feb 04, 2021	SELL	$78.88 - $92.1 $21,297 - $24,867	-270 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$77.57 - $85.18 $20,943 - $22,998	270 New	270 $22,000

Others Institutions Holding VYM

# of Institutions

1,914

Shares Held

195M

Call Options Held

1.72M

Put Options Held

312K

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About VANGUARD WHITEHALL FDS (VANGUA

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Founders Financial Alliance, LLC Vanguard Whitehall Fds (Vangua Transaction History