Summit Financial Wealth Advisors, LLC Vanguard Whitehall Fds Intl Hi Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 404,380 shares of VYMI stock, worth $28.2 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares

404,380

Previous 399,977 1.1%

Holding current value

$28.2 Million

Previous $27.4 Million 8.31%

% of portfolio

5.87%

Previous 6.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$66.31 - $74.08 $291,962 - $326,174	4,403 Added 1.1%	404,380 $29.7 Million
Q2 2024 Aug 12, 2024	BUY	$66.16 - $71.7 $849,097 - $920,197	12,834 Added 3.32%	399,977 $27.4 Million
Q1 2024 May 02, 2024	BUY	$64.37 - $68.92 $368,325 - $394,360	5,722 Added 1.5%	387,143 $26.6 Million
Q4 2023 Jan 19, 2024	SELL	$59.33 - $66.5 $365,116 - $409,241	-6,154 Reduced 1.59%	381,421 $25.4 Million
Q3 2023 Nov 13, 2023	BUY	$61.76 - $65.96 $935,293 - $998,898	15,144 Added 4.07%	387,575 $24 Million
Q2 2023 Jul 12, 2023	BUY	$61.07 - $65.21 $1.19 Million - $1.27 Million	19,457 Added 5.51%	372,431 $23.5 Million
Q1 2023 Apr 10, 2023	SELL	$59.15 - $64.67 $501,769 - $548,595	-8,483 Reduced 2.35%	352,974 $21.9 Million
Q4 2022 Jan 17, 2023	SELL	$52.01 - $61.21 $107,972 - $127,071	-2,076 Reduced 0.57%	361,457 $0
Q3 2022 Oct 28, 2022	BUY	$52.04 - $61.21 $18.9 Million - $22.3 Million	363,533 New	363,533 $20 Million

Others Institutions Holding VYMI

# of Institutions

563

Shares Held

49.3M

Call Options Held

4.3K

Put Options Held

89.8K

View Full List

About VANGUARD WHITEHALL FDS INTL HI

Ticker VYMI
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Summit Financial Wealth Advisors, LLC Vanguard Whitehall Fds Intl Hi Transaction History