Strategic Wealth Investment Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Strategic Wealth Investment Group, LLC

$848 Million
Q4 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 2,683 shares of VYM stock, worth $355,014. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,683

Holding current value

$355,014

% of portfolio

0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$126.68 - $134.74 $339,882 - $361,507	2,683 New	2,683 $342,000
Q3 2024 Oct 24, 2024	BUY	$117.9 - $128.2 $30,654 - $33,332	260 Added 11.07%	2,609 $334,000
Q2 2024 Aug 13, 2024	SELL	$114.71 - $121.51 $9,979 - $10,571	-87 Reduced 3.57%	2,349 $278,000
Q4 2023 Jan 16, 2024	BUY	$98.71 - $111.84 $240,457 - $272,442	2,436 New	2,436 $271,000
Q2 2023 Jul 17, 2023	SELL	$101.36 - $107.68 $2,229 - $2,368	-22 Reduced 1.12%	1,943 $206,000
Q1 2023 Apr 24, 2023	SELL	$100.82 - $111.44 $10.6 Million - $11.7 Million	-104,644 Reduced 98.16%	1,965 $207,000
Q1 2023 Apr 20, 2023	BUY	$100.82 - $111.44 $10.7 Million - $11.9 Million	106,609 New	106,609 $11.2 Million

Others Institutions Holding VYM

# of Institutions

1,866

Shares Held

189M

Call Options Held

1.89M

Put Options Held

394K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Strategic Wealth Investment Group, LLC Vanguard Whitehall Fds (Vangua Transaction History