Morris Retirement Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Morris Retirement Advisors, LLC

$180 Million
Q3 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 1,880 shares of VYM stock, worth $242,501. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,880

Previous 1,880 -0.0%

Holding current value

$242,501

Previous $222,000 8.56%

% of portfolio

0.13%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$114.71 - $121.51 $4,588 - $4,860	-40 Reduced 2.08%	1,880 $222,000
Q1 2024 May 03, 2024	SELL	$109.98 - $120.99 $4,839 - $5,323	-44 Reduced 2.24%	1,920 $232,000
Q4 2023 Feb 12, 2024	SELL	$98.71 - $111.84 $5,429 - $6,151	-55 Reduced 2.72%	1,964 $219,000
Q3 2023 Nov 08, 2023	BUY	$103.32 - $110.34 $10,435 - $11,144	101 Added 5.27%	2,019 $208,000
Q2 2023 Jul 17, 2023	SELL	$101.36 - $107.68 $37,097 - $39,410	-366 Reduced 16.02%	1,918 $203,000
Q4 2022 Feb 02, 2023	SELL	$96.14 - $113.15 $8,460 - $9,957	-88 Reduced 3.71%	2,284 $247,000
Q2 2022 Aug 08, 2022	SELL	$99.2 - $114.57 $1,388 - $1,603	-14 Reduced 0.59%	2,372 $241,000
Q1 2022 May 10, 2022	SELL	$107.24 - $115.01 $1,286 - $1,380	-12 Reduced 0.5%	2,386 $268,000
Q4 2021 Feb 02, 2022	SELL	$104.33 - $112.16 $53,625 - $57,650	-514 Reduced 17.65%	2,398 $269,000
Q3 2021 Oct 28, 2021	SELL	$102.3 - $108.36 $7,161 - $7,585	-70 Reduced 2.35%	2,912 $301,000
Q2 2021 Jul 29, 2021	SELL	$101.6 - $107.95 $25,603 - $27,203	-252 Reduced 7.79%	2,982 $312,000
Q1 2021 May 04, 2021	SELL	$90.4 - $101.83 $34,804 - $39,204	-385 Reduced 10.64%	3,234 $327,000
Q4 2020 Feb 01, 2021	BUY	$78.88 - $92.1 $285,466 - $333,309	3,619 New	3,619 $331,000

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Morris Retirement Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History