Arkadios Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Arkadios Wealth Advisors holds 149,397 shares of VYM stock, worth $19.3 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

149,397

Previous 16,193 822.6%

Holding current value

$19.3 Million

Previous $2.07 Million 832.53%

% of portfolio

0.78%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$126.11 - $135.06 $16.8 Million - $18 Million	133,204 Added 822.6%	149,397 $19.3 Million
Q4 2024 Jan 15, 2025	BUY	$126.68 - $134.74 $473,403 - $503,523	3,737 Added 30.0%	16,193 $2.07 Million
Q3 2024 Oct 24, 2024	SELL	$117.9 - $128.2 $65,552 - $71,279	-556 Reduced 4.27%	12,456 $1.6 Million
Q2 2024 Jul 29, 2024	BUY	$114.71 - $121.51 $609,110 - $645,218	5,310 Added 68.94%	13,012 $1.54 Million
Q1 2024 Apr 30, 2024	SELL	$109.98 - $120.99 $346,437 - $381,118	-3,150 Reduced 29.03%	7,702 $931,000
Q4 2023 Jan 24, 2024	SELL	$98.71 - $111.84 $1.48 Million - $1.68 Million	-14,977 Reduced 57.99%	10,852 $1.21 Million
Q3 2023 Oct 13, 2023	BUY	$103.32 - $110.34 $2.39 Million - $2.55 Million	23,144 Added 861.97%	25,829 $2.67 Million
Q2 2023 Jul 26, 2023	SELL	$101.36 - $107.68 $59,194 - $62,885	-584 Reduced 17.86%	2,685 $284,000
Q1 2023 May 02, 2023	BUY	$100.82 - $111.44 $50,510 - $55,831	501 Added 18.1%	3,269 $344,000
Q4 2022 Jan 11, 2023	SELL	$96.14 - $113.15 $24,900 - $29,305	-259 Reduced 8.56%	2,768 $0
Q3 2022 Oct 21, 2022	BUY	$94.88 - $110.28 $61,197 - $71,130	645 Added 27.08%	3,027 $287,000
Q2 2022 Jul 14, 2022	SELL	$99.2 - $114.57 $60,908 - $70,345	-614 Reduced 20.49%	2,382 $242,000
Q1 2022 May 02, 2022	SELL	$107.24 - $115.01 $8,900 - $9,545	-83 Reduced 2.7%	2,996 $336,000
Q4 2021 Feb 03, 2022	BUY	$104.33 - $112.16 $26,395 - $28,376	253 Added 8.95%	3,079 $345,000
Q3 2021 Oct 19, 2021	SELL	$102.3 - $108.36 $6.28 Million - $6.65 Million	-61,406 Reduced 95.6%	2,826 $292,000
Q2 2021 Jul 28, 2021	BUY	$101.6 - $107.95 $248,920 - $264,477	2,450 Added 3.97%	64,232 $6.73 Million
Q1 2021 Apr 26, 2021	BUY	$90.4 - $101.83 $502,352 - $565,869	5,557 Added 9.88%	61,782 $6.25 Million
Q4 2020 Feb 09, 2021	BUY	$78.88 - $92.1 $3.85 Million - $4.49 Million	48,773 Added 654.5%	56,225 $5.15 Million
Q3 2020 Nov 10, 2020	SELL	$77.57 - $85.18 $1,706 - $1,873	-22 Reduced 0.29%	7,452 $626 Million
Q2 2020 Aug 10, 2020	BUY	$67.79 - $86.78 $66,434 - $85,044	980 Added 15.09%	7,474 $600 Million
Q1 2020 May 14, 2020	SELL	$60.97 - $94.78 $40,606 - $63,123	-666 Reduced 9.3%	6,494 $459 Million
Q4 2019 Feb 14, 2020	BUY	$85.84 - $94.47 $614,614 - $676,405	7,160 New	7,160 $0

Others Institutions Holding VYM

# of Institutions

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Arkadios Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History