Helen Stephens Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Helen Stephens Group, LLC

$337 Million
Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Helen Stephens Group, LLC holds 3,750 shares of VYM stock, worth $502,687. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,750

Previous 3,746 0.11%

Holding current value

$502,687

Previous $480,000 0.42%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$126.68 - $134.74 $506 - $538	4 Added 0.11%	3,750 $478,000
Q3 2024 Oct 08, 2024	BUY	$117.9 - $128.2 $37,728 - $41,024	320 Added 9.34%	3,746 $480,000
Q2 2024 Jul 10, 2024	SELL	$114.71 - $121.51 $1,261 - $1,336	-11 Reduced 0.32%	3,426 $406,000
Q1 2024 Apr 17, 2024	BUY	$109.98 - $120.99 $18,916 - $20,810	172 Added 5.27%	3,437 $415,000
Q4 2023 Jan 16, 2024	BUY	$98.71 - $111.84 $34,449 - $39,032	349 Added 11.97%	3,265 $364,000
Q3 2022 Oct 11, 2022	BUY	$94.88 - $110.28 $2,182 - $2,536	23 Added 0.8%	2,916 $277,000
Q2 2022 Jul 26, 2022	BUY	$99.2 - $114.57 $2,281 - $2,635	23 Added 0.8%	2,893 $294,000
Q1 2022 Apr 27, 2022	SELL	$107.24 - $115.01 $6,970 - $7,475	-65 Reduced 2.21%	2,870 $322,000
Q4 2021 Jan 26, 2022	BUY	$104.33 - $112.16 $306,208 - $329,189	2,935 New	2,935 $329,000

Others Institutions Holding VYM

# of Institutions

1,945

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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Helen Stephens Group, LLC Vanguard Whitehall Fds (Vangua Transaction History