Baron Silver Stevens Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Baron Silver Stevens Financial Advisors, LLC

$587 Million
Q4 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 75,071 shares of VYM stock, worth $9.94 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

75,071

Previous 73,594 2.01%

Holding current value

$9.94 Million

Previous $9.43 Million 1.53%

% of portfolio

1.63%

Previous 1.66%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$126.68 - $134.74 $187,106 - $199,010	1,477 Added 2.01%	75,071 $9.58 Million
Q3 2024 Oct 28, 2024	BUY	$117.9 - $128.2 $23,933 - $26,024	203 Added 0.28%	73,594 $9.43 Million
Q2 2024 Jul 18, 2024	SELL	$114.71 - $121.51 $80,985 - $85,786	-706 Reduced 0.95%	73,391 $8.7 Million
Q1 2024 May 02, 2024	BUY	$109.98 - $120.99 $61,368 - $67,512	558 Added 0.76%	74,097 $8.96 Million
Q4 2023 Feb 07, 2024	SELL	$98.71 - $111.84 $431,560 - $488,964	-4,372 Reduced 5.61%	73,539 $8.21 Million
Q3 2023 Oct 31, 2023	SELL	$103.32 - $110.34 $655,462 - $699,996	-6,344 Reduced 7.53%	77,911 $8.05 Million
Q2 2023 Jul 24, 2023	BUY	$101.36 - $107.68 $1.55 Million - $1.64 Million	15,274 Added 22.14%	84,255 $8.94 Million
Q1 2023 Apr 18, 2023	SELL	$100.82 - $111.44 $1.61 Million - $1.78 Million	-15,933 Reduced 18.76%	68,981 $7.28 Million
Q4 2022 Jan 30, 2023	BUY	$96.14 - $113.15 $990,530 - $1.17 Million	10,303 Added 13.81%	84,914 $9.19 Million
Q3 2022 Nov 02, 2022	BUY	$94.88 - $110.28 $1.56 Million - $1.81 Million	16,449 Added 28.28%	74,611 $6,000
Q2 2022 Jul 26, 2022	BUY	$99.2 - $114.57 $2.37 Million - $2.74 Million	23,935 Added 69.93%	58,162 $5.92 Million
Q1 2022 May 03, 2022	BUY	$107.24 - $115.01 $974,382 - $1.04 Million	9,086 Added 36.14%	34,227 $3.84 Million
Q4 2021 Jan 31, 2022	BUY	$104.33 - $112.16 $143,140 - $153,883	1,372 Added 5.77%	25,141 $2.82 Million
Q3 2021 Nov 12, 2021	BUY	$102.3 - $108.36 $984,330 - $1.04 Million	9,622 Added 68.01%	23,769 $2.46 Million
Q2 2021 Jul 27, 2021	BUY	$101.6 - $107.95 $1.44 Million - $1.53 Million	14,147 New	14,147 $1.48 Million
Q1 2021 Apr 27, 2021	SELL	$90.4 - $101.83 $587,419 - $661,691	-6,498 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$78.88 - $92.1 $512,562 - $598,465	6,498 New	6,498 $594,000

Others Institutions Holding VYM

# of Institutions

1,837

Shares Held

181M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Baron Silver Stevens Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History