Sovereign Financial Group, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 39,848 shares of VYM stock, worth $4.82 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
39,848
Previous 36,497 9.18%
Holding current value
$4.82 Million
Previous $4.66 Million 9.15%
% of portfolio
1.2%
Previous 1.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$126.11 - $135.06 $422,594 - $452,586
3,351 Added 9.18%
39,848 $5.08 Million
Q4 2024

Jan 14, 2025
BUY
$126.68 - $134.74 $300,865 - $320,007
2,375 Added 6.96%
36,497 $4.66 Million
Q3 2024

Oct 08, 2024
BUY
$117.9 - $128.2 $330,237 - $359,088
2,801 Added 8.94%
34,122 $4.37 Million
Q2 2024

Jul 15, 2024
SELL
$114.71 - $121.51 $142,240 - $150,672
-1,240 Reduced 3.81%
31,321 $3.71 Million
Q1 2024

Apr 15, 2024
BUY
$109.98 - $120.99 $34,423 - $37,869
313 Added 0.97%
32,561 $3.94 Million
Q4 2023

Feb 06, 2024
SELL
$98.71 - $111.84 $223,479 - $253,205
-2,264 Reduced 6.56%
32,248 $3.6 Million
Q3 2023

Nov 03, 2023
SELL
$103.32 - $110.34 $475,375 - $507,674
-4,601 Reduced 11.76%
34,512 $3.57 Million
Q2 2023

Jul 31, 2023
BUY
$101.36 - $107.68 $234,242 - $248,848
2,311 Added 6.28%
39,113 $4.15 Million
Q1 2023

May 04, 2023
BUY
$100.82 - $111.44 $88,217 - $97,510
875 Added 2.44%
36,802 $3.88 Million
Q4 2022

Feb 13, 2023
BUY
$96.14 - $113.15 $267,461 - $314,783
2,782 Added 8.39%
35,927 $3.89 Million
Q3 2022

Nov 14, 2022
BUY
$94.88 - $110.28 $378,855 - $440,348
3,993 Added 13.7%
33,145 $3.15 Million
Q2 2022

Aug 15, 2022
BUY
$99.2 - $114.57 $191,456 - $221,120
1,930 Added 7.09%
29,152 $2.97 Million
Q1 2022

May 16, 2022
BUY
$107.24 - $115.01 $925,910 - $992,996
8,634 Added 46.45%
27,222 $3.06 Million
Q4 2021

Feb 15, 2022
BUY
$104.33 - $112.16 $954,202 - $1.03 Million
9,146 Added 96.87%
18,588 $2.08 Million
Q3 2021

Nov 12, 2021
BUY
$102.3 - $108.36 $62,505 - $66,207
611 Added 6.92%
9,442 $976,000
Q1 2021

May 17, 2021
BUY
$90.4 - $101.83 $113,904 - $128,305
1,260 Added 16.64%
8,831 $893,000
Q4 2020

Feb 16, 2021
BUY
$78.88 - $92.1 $597,200 - $697,289
7,571 New
7,571 $693,000

Others Institutions Holding VYM

# of Institutions
1,970
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
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