Legacy Financial Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Legacy Financial Group LLC

$614 Million
Q3 2025

A detailed history of Legacy Financial Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Legacy Financial Group LLC holds 1,943 shares of VYM stock, worth $273,982. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,943

Previous 1,943 -0.0%

Holding current value

$273,982

Previous $259,000 5.41%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$114.78 - $133.31 $7,690 - $8,931	-67 Reduced 3.33%	1,943 $259,000
Q1 2025 Apr 09, 2025	BUY	$126.11 - $135.06 $5,170 - $5,537	41 Added 2.08%	2,010 $256,000
Q4 2024 Jan 21, 2025	BUY	$126.68 - $134.74 $249,432 - $265,303	1,969 New	1,969 $251,000
Q2 2024 Jul 17, 2024	BUY	$114.71 - $121.51 $114 - $121	1 Added 0.05%	1,961 $233 Million
Q1 2024 Apr 10, 2024	BUY	$109.98 - $120.99 $215,560 - $237,140	1,960 New	1,960 $237 Million

Q3 2023 Oct 24, 2023	BUY	$103.32 - $110.34 $181,739 - $194,088	1,759 New	1,759 $181,000
Q1 2021 Apr 26, 2021	SELL	$90.4 - $101.83 $931,210 - $1.05 Million	-10,301 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$78.88 - $92.1 $812,542 - $948,722	10,301 New	10,301 $943,000

Others Institutions Holding VYM

# of Institutions

2,114

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Legacy Financial Group LLC Vanguard Whitehall Fds (Vangua Transaction History