Sequoia Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 13,003 shares of VYM stock, worth $1.72 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,003

Previous 16,206 19.76%

Holding current value

$1.72 Million

Previous $2.08 Million 20.13%

% of portfolio

0.01%

Previous 0.02%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$126.68 - $134.74 $405,756 - $431,572	-3,203 Reduced 19.76%	13,003 $1.66 Million
Q3 2024 Oct 21, 2024	BUY	$117.9 - $128.2 $62,487 - $67,946	530 Added 3.38%	16,206 $2.08 Million
Q2 2024 Jul 15, 2024	SELL	$114.71 - $121.51 $167,361 - $177,283	-1,459 Reduced 8.51%	15,676 $1.86 Million
Q1 2024 Apr 30, 2024	BUY	$109.98 - $120.99 $114,489 - $125,950	1,041 Added 6.47%	17,135 $2.07 Million
Q4 2023 Jan 25, 2024	BUY	$98.71 - $111.84 $17,570 - $19,907	178 Added 1.12%	16,094 $1.8 Million
Q3 2023 Nov 08, 2023	SELL	$103.32 - $110.34 $102,080 - $109,015	-988 Reduced 5.84%	15,916 $1.64 Million
Q2 2023 Aug 08, 2023	SELL	$101.36 - $107.68 $94,062 - $99,927	-928 Reduced 5.2%	16,904 $1.79 Million
Q1 2023 Apr 24, 2023	SELL	$100.82 - $111.44 $226,643 - $250,517	-2,248 Reduced 11.2%	17,832 $1.88 Million
Q4 2022 Feb 10, 2023	SELL	$96.14 - $113.15 $72,008 - $84,749	-749 Reduced 3.6%	20,080 $2.17 Million
Q4 2022 Jan 17, 2023	BUY	$96.14 - $113.15 $1.02 Million - $1.2 Million	10,638 Added 104.39%	20,829 $0
Q3 2022 Oct 26, 2022	SELL	$94.88 - $110.28 $71,349 - $82,930	-752 Reduced 6.87%	10,191 $967,000
Q2 2022 Jul 22, 2022	BUY	$99.2 - $114.57 $64,976 - $75,043	655 Added 6.37%	10,943 $1.11 Million
Q1 2022 May 13, 2022	BUY	$107.24 - $115.01 $17,372 - $18,631	162 Added 1.6%	10,288 $1.15 Million
Q4 2021 Feb 11, 2022	BUY	$104.33 - $112.16 $1.06 Million - $1.14 Million	10,126 New	10,126 $1.14 Million
Q3 2021 Oct 26, 2021	SELL	$102.3 - $108.36 $533,801 - $565,422	-5,218 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$101.6 - $107.95 $34,544 - $36,703	340 Added 6.97%	5,218 $547,000
Q1 2021 May 14, 2021	BUY	$90.4 - $101.83 $89,586 - $100,913	991 Added 25.5%	4,878 $493,000
Q4 2020 Feb 12, 2021	SELL	$78.88 - $92.1 $103,411 - $120,743	-1,311 Reduced 25.22%	3,887 $356,000
Q3 2020 Oct 23, 2020	SELL	$77.57 - $85.18 $71,286 - $78,280	-919 Reduced 15.02%	5,198 $421,000
Q2 2020 Aug 25, 2020	BUY	$67.79 - $86.78 $414,671 - $530,833	6,117 New	6,117 $482,000
Q2 2020 Aug 11, 2020	SELL	$67.79 - $86.78 $425,246 - $544,370	-6,273 Closed	0 $482,000
Q1 2020 May 11, 2020	SELL	$60.97 - $94.78 $7,865 - $12,226	-129 Reduced 2.01%	6,273 $444,000
Q4 2019 Feb 13, 2020	BUY	$85.84 - $94.47 $47,297 - $52,052	551 Added 9.42%	6,402 $600,000
Q3 2019 Oct 22, 2019	BUY	$88.2 - $89.75 $1,764 - $1,795	20 Added 0.34%	5,851 $519,000
Q2 2019 Jul 31, 2019	BUY	N/A	15 Added 0.26%	5,831 $510,000
Q1 2019 May 13, 2019	BUY	N/A	17 Added 0.29%	5,816 $498,000
Q4 2018 Feb 14, 2019	SELL	N/A	-101 Reduced 1.71%	5,799 $452,000
Q3 2018 Nov 14, 2018	BUY	N/A	144 Added 2.5%	5,900 $514,000
Q2 2018 Aug 14, 2018	BUY	N/A	743 Added 14.82%	5,756 $478,000
Q1 2018 May 14, 2018	SELL	N/A	-297 Reduced 5.59%	5,013 $413,000
Q4 2017 Feb 13, 2018	BUY	N/A	515 Added 10.74%	5,310 $455,000
Q3 2017 Nov 13, 2017	BUY	N/A	16 Added 0.33%	4,795 $389,000
Q2 2017 Aug 09, 2017	BUY	N/A	4,779	4,779 $374,000

Others Institutions Holding VYM

# of Institutions

1,872

Shares Held

189M

Call Options Held

1.79M

Put Options Held

394K

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About VANGUARD WHITEHALL FDS (VANGUA

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Sequoia Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History