A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 365,925 shares of VYM stock, worth $47.1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
365,925
Previous 5,733 6282.78%
Holding current value
$47.1 Million
Previous $694 Million 51.32%
% of portfolio
0.2%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$114.71 - $121.51 $41.3 Million - $43.8 Million
360,192 Added 6282.78%
365,925 $338 Million
Q1 2024

Apr 22, 2024

BUY
$109.98 - $120.99 $301,015 - $331,149
2,737 Added 91.36%
5,733 $694 Million
Q4 2023

Jan 18, 2024

SELL
$98.71 - $111.84 $302,940 - $343,236
-3,069 Reduced 50.6%
2,996 $334 Million
Q3 2023

Nov 07, 2023

SELL
$103.32 - $110.34 $18,184 - $19,419
-176 Reduced 2.82%
6,065 $627 Million
Q2 2023

Sep 06, 2023

BUY
$101.36 - $107.68 $7,906 - $8,399
78 Added 1.27%
6,241 $662 Million
Q1 2023

Sep 06, 2023

BUY
$100.82 - $111.44 $621,353 - $686,804
6,163 New
6,163 $650 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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