Long Run Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Long Run Wealth Advisors, LLC

$437 Million
Q1 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 143,784 shares of VYM stock, worth $18.3 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares

143,784

Previous 125,454 14.61%

Holding current value

$18.3 Million

Previous $16 Million 14.58%

% of portfolio

4.2%

Previous 3.9%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$126.11 - $135.06 $2.31 Million - $2.48 Million	18,330 Added 14.61%	143,784 $18.3 Million
Q4 2024 Jan 27, 2025	BUY	$126.68 - $134.74 $90,829 - $96,608	717 Added 0.57%	125,454 $16 Million
Q3 2024 Oct 30, 2024	SELL	$117.9 - $128.2 $943 - $1,025	-8 Reduced 0.01%	124,737 $16 Million
Q2 2024 Jul 19, 2024	SELL	$114.71 - $121.51 $315,108 - $333,787	-2,747 Reduced 2.15%	124,745 $14.8 Million
Q1 2024 Apr 24, 2024	BUY	$109.98 - $120.99 $482,262 - $530,541	4,385 Added 3.56%	127,492 $15.4 Million
Q4 2023 Jan 10, 2024	SELL	$98.71 - $111.84 $638,061 - $722,933	-6,464 Reduced 4.99%	123,107 $13.7 Million
Q3 2023 Oct 10, 2023	BUY	$103.32 - $110.34 $446,342 - $476,668	4,320 Added 3.45%	129,571 $13.4 Million
Q2 2023 Jul 17, 2023	BUY	$101.36 - $107.68 $974,677 - $1.04 Million	9,616 Added 8.32%	125,251 $13.3 Million
Q1 2023 Apr 21, 2023	BUY	$100.82 - $111.44 $93,661 - $103,527	929 Added 0.81%	115,635 $12.2 Million
Q4 2022 Jan 26, 2023	BUY	$96.14 - $113.15 $789,982 - $929,753	8,217 Added 7.72%	114,706 $0
Q3 2022 Nov 09, 2022	BUY	$94.88 - $110.28 $1.36 Million - $1.59 Million	14,374 Added 15.6%	106,489 $10.1 Million
Q2 2022 Jul 19, 2022	BUY	$99.2 - $114.57 $259,606 - $299,829	2,617 Added 2.92%	92,115 $9.37 Million
Q1 2022 Apr 27, 2022	BUY	$107.24 - $115.01 $303,596 - $325,593	2,831 Added 3.27%	89,498 $10 Million
Q4 2021 Jan 21, 2022	BUY	$104.33 - $112.16 $9.04 Million - $9.72 Million	86,667 New	86,667 $9.72 Million

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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Long Run Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History