Gradient Capital Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Gradient Capital Advisors, LLC

$304 Million
Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,510 shares of VYM stock, worth $729,303. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,510

Previous 5,482 0.51%

Holding current value

$729,303

Previous $702,000 0.14%

% of portfolio

0.23%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$126.68 - $134.74 $3,547 - $3,772	28 Added 0.51%	5,510 $703,000
Q3 2024 Oct 16, 2024	SELL	$117.9 - $128.2 $13,676 - $14,871	-116 Reduced 2.07%	5,482 $702,000
Q2 2024 Jul 19, 2024	SELL	$114.71 - $121.51 $458 - $486	-4 Reduced 0.07%	5,598 $663,000
Q1 2024 Apr 17, 2024	BUY	$109.98 - $120.99 $5,718 - $6,291	52 Added 0.94%	5,602 $677,000
Q4 2023 Jan 31, 2024	SELL	$98.71 - $111.84 $7,403 - $8,388	-75 Reduced 1.33%	5,550 $619,000
Q3 2023 Oct 24, 2023	SELL	$103.32 - $110.34 $18,184 - $19,419	-176 Reduced 3.03%	5,625 $581,000
Q2 2023 Jul 18, 2023	BUY	$101.36 - $107.68 $810 - $861	8 Added 0.14%	5,801 $615,000
Q1 2023 Apr 17, 2023	BUY	$100.82 - $111.44 $4,234 - $4,680	42 Added 0.73%	5,793 $611,000
Q4 2022 Feb 03, 2023	SELL	$96.14 - $113.15 $31,341 - $36,886	-326 Reduced 5.36%	5,751 $622,000
Q3 2022 Nov 04, 2022	BUY	$94.88 - $110.28 $135,963 - $158,031	1,433 Added 30.86%	6,077 $577,000
Q2 2022 Jul 18, 2022	BUY	$99.2 - $114.57 $139,872 - $161,543	1,410 Added 43.6%	4,644 $472,000
Q1 2022 Apr 29, 2022	BUY	$107.24 - $115.01 $92,119 - $98,793	859 Added 36.17%	3,234 $363,000
Q4 2021 Jan 31, 2022	SELL	$104.33 - $112.16 $5,842 - $6,280	-56 Reduced 2.3%	2,375 $266,000
Q3 2021 Nov 02, 2021	BUY	$102.3 - $108.36 $248,691 - $263,423	2,431 New	2,431 $251,000

Others Institutions Holding VYM

# of Institutions

1,845

Shares Held

181M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Gradient Capital Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History