Iht Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Iht Wealth Management, LLC holds 28,194 shares of VYM stock, worth $3.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

28,194

Previous 29,959 5.89%

Holding current value

$3.6 Million

Previous $3.84 Million 6.33%

% of portfolio

0.12%

Previous 0.11%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$126.68 - $134.74 $223,590 - $237,816	-1,765 Reduced 5.89%	28,194 $3.6 Million
Q3 2024 Nov 14, 2024	BUY	$117.9 - $128.2 $516,048 - $561,131	4,377 Added 17.11%	29,959 $3.84 Million
Q2 2024 Aug 14, 2024	BUY	$114.71 - $121.51 $163,002 - $172,665	1,421 Added 5.88%	25,582 $3.03 Million
Q1 2024 May 15, 2024	SELL	$109.98 - $120.99 $100,411 - $110,463	-913 Reduced 3.64%	24,161 $2.92 Million
Q4 2023 Feb 14, 2024	SELL	$98.71 - $111.84 $174,321 - $197,509	-1,766 Reduced 6.58%	25,074 $2.8 Million
Q3 2023 Nov 14, 2023	SELL	$103.32 - $110.34 $585,514 - $625,296	-5,667 Reduced 17.43%	26,840 $2.77 Million
Q2 2023 Aug 14, 2023	SELL	$101.36 - $107.68 $42,875 - $45,548	-423 Reduced 1.28%	32,507 $3.45 Million
Q1 2023 May 15, 2023	BUY	$100.82 - $111.44 $752,722 - $832,011	7,466 Added 29.32%	32,930 $3.47 Million
Q4 2022 Feb 14, 2023	BUY	$96.14 - $113.15 $173,340 - $204,009	1,803 Added 7.62%	25,464 $2.76 Million
Q3 2022 Nov 22, 2022	BUY	$94.88 - $110.28 $1.13 Million - $1.31 Million	11,913 Added 101.4%	23,661 $2.25 Million
Q2 2022 Aug 15, 2022	BUY	$99.2 - $114.57 $133,622 - $154,325	1,347 Added 12.95%	11,748 $1.2 Million
Q1 2022 May 16, 2022	BUY	$107.24 - $115.01 $76,033 - $81,542	709 Added 7.32%	10,401 $1.17 Million
Q4 2021 Feb 14, 2022	BUY	$104.33 - $112.16 $150,652 - $161,959	1,444 Added 17.51%	9,692 $1.09 Million
Q3 2021 Nov 15, 2021	BUY	$102.3 - $108.36 $88,387 - $93,623	864 Added 11.7%	8,248 $852,000
Q2 2021 Aug 16, 2021	BUY	$101.6 - $107.95 $162,560 - $172,720	1,600 Added 27.66%	7,384 $774,000
Q1 2021 May 18, 2021	BUY	$90.4 - $101.83 $11,752 - $13,237	130 Added 2.3%	5,784 $585,000
Q4 2020 Feb 17, 2021	SELL	$78.88 - $92.1 $74,936 - $87,495	-950 Reduced 14.39%	5,654 $517,000
Q3 2020 Nov 19, 2020	BUY	$77.57 - $85.18 $36,690 - $40,290	473 Added 7.71%	6,604 $534,000
Q2 2020 Aug 14, 2020	SELL	$67.79 - $86.78 $187,303 - $239,773	-2,763 Reduced 31.07%	6,131 $483,000
Q1 2020 May 13, 2020	SELL	$60.97 - $94.78 $153,705 - $238,940	-2,521 Reduced 22.08%	8,894 $629,000
Q4 2019 Feb 18, 2020	SELL	$85.84 - $94.47 $153,052 - $168,440	-1,783 Reduced 13.51%	11,415 $1.07 Million
Q3 2019 Nov 15, 2019	BUY	$88.2 - $89.75 $52,390 - $53,311	594 Added 4.71%	13,198 $1.17 Million
Q2 2019 Aug 12, 2019	BUY	N/A	736 Added 6.2%	12,604 $1.1 Million
Q1 2019 May 16, 2019	BUY	N/A	2,521 Added 26.97%	11,868 $1.02 Million
Q4 2018 Feb 15, 2019	BUY	N/A	3,493 Added 59.67%	9,347 $729,000
Q3 2018 Nov 14, 2018	BUY	N/A	777 Added 15.3%	5,854 $510,000
Q2 2018 Aug 13, 2018	BUY	N/A	181 Added 3.7%	5,077 $422,000
Q1 2018 May 15, 2018	SELL	N/A	-219 Reduced 4.28%	4,896 $395,000
Q4 2017 Feb 14, 2018	BUY	N/A	4,534 Added 780.38%	5,115 $446,000
Q3 2017 Nov 14, 2017	BUY	N/A	581	581 $48,000

Others Institutions Holding VYM

# of Institutions

1,966

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Iht Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History