Tobias Financial Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Tobias Financial Advisors, Inc.

$483 Million
Q4 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 7,437 shares of VYM stock, worth $972,536. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,437

Previous 7,237 2.76%

Holding current value

$972,536

Previous $927,000 2.27%

% of portfolio

0.2%

Previous 0.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$126.68 - $134.74 $25,336 - $26,948	200 Added 2.76%	7,437 $948,000
Q3 2024 Oct 30, 2024	BUY	$117.9 - $128.2 $13,558 - $14,742	115 Added 1.61%	7,237 $927,000
Q4 2023 Feb 14, 2024	BUY	$98.71 - $111.84 $19,347 - $21,920	196 Added 2.83%	7,122 $795,000
Q1 2023 Apr 24, 2023	SELL	$100.82 - $111.44 $68,658 - $75,890	-681 Reduced 8.95%	6,926 $730,000
Q2 2022 Aug 12, 2022	SELL	$99.2 - $114.57 $23,014 - $26,580	-232 Reduced 2.96%	7,607 $774,000
Q1 2022 May 09, 2022	SELL	$107.24 - $115.01 $3.39 Million - $3.64 Million	-31,654 Reduced 80.15%	7,839 $880,000
Q4 2021 Feb 09, 2022	BUY	$104.33 - $112.16 $3.3 Million - $3.55 Million	31,654 Added 403.8%	39,493 $4.43 Million
Q3 2021 Nov 15, 2021	BUY	$102.3 - $108.36 $23,733 - $25,139	232 Added 3.05%	7,839 $810,000
Q2 2021 Aug 12, 2021	BUY	$101.6 - $107.95 $12,090 - $12,846	119 Added 1.59%	7,607 $797,000
Q1 2021 May 07, 2021	SELL	$90.4 - $101.83 $18,260 - $20,569	-202 Reduced 2.63%	7,488 $757,000
Q2 2020 Nov 05, 2020	SELL	$67.79 - $86.78 $73,891 - $94,590	-1,090 Reduced 12.41%	7,690 $606,000
Q4 2019 Feb 04, 2020	BUY	$85.84 - $94.47 $753,675 - $829,446	8,780 New	8,780 $822,000

Others Institutions Holding VYM

# of Institutions

1,947

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Tobias Financial Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History