Forvis Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 86,112 shares of VYM stock, worth $10.8 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

86,112

Previous 90,984 5.35%

Holding current value

$10.8 Million

Previous $11 Million 7.23%

% of portfolio

0.26%

Previous 0.28%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$114.71 - $121.51 $558,867 - $591,996	-4,872 Reduced 5.35%	86,112 $10.2 Million
Q1 2024 Apr 19, 2024	SELL	$109.98 - $120.99 $63,238 - $69,569	-575 Reduced 0.63%	90,984 $11 Million
Q4 2023 Jan 11, 2024	SELL	$98.71 - $111.84 $277,572 - $314,494	-2,812 Reduced 2.98%	91,559 $10.2 Million
Q3 2023 Oct 25, 2023	SELL	$103.32 - $110.34 $285,473 - $304,869	-2,763 Reduced 2.84%	94,371 $9.75 Million
Q2 2023 Aug 08, 2023	BUY	$101.36 - $107.68 $227,755 - $241,956	2,247 Added 2.37%	97,134 $10.3 Million
Q1 2023 Apr 26, 2023	BUY	$100.82 - $111.44 $802,527 - $887,062	7,960 Added 9.16%	94,887 $10 Million
Q4 2022 Feb 02, 2023	BUY	$96.14 - $113.15 $1.04 Million - $1.23 Million	10,868 Added 14.29%	86,927 $9.41 Million
Q3 2022 Oct 13, 2022	BUY	$94.88 - $110.28 $177,520 - $206,333	1,871 Added 2.52%	76,059 $7.22 Million
Q2 2022 Jul 22, 2022	BUY	$99.2 - $114.57 $1.36 Million - $1.57 Million	13,742 Added 22.73%	74,188 $7.55 Million
Q1 2022 May 10, 2022	BUY	$107.24 - $115.01 $169,975 - $182,290	1,585 Added 2.69%	60,446 $6.79 Million
Q4 2021 Jan 14, 2022	SELL	$104.33 - $112.16 $101,826 - $109,468	-976 Reduced 1.63%	58,861 $6.6 Million
Q3 2021 Oct 14, 2021	BUY	$102.3 - $108.36 $54,321 - $57,539	531 Added 0.9%	59,837 $6.18 Million
Q2 2021 Jul 14, 2021	BUY	$101.6 - $107.95 $148,132 - $157,391	1,458 Added 2.52%	59,306 $6.21 Million
Q1 2021 Apr 23, 2021	BUY	$90.4 - $101.83 $96,004 - $108,143	1,062 Added 1.87%	57,848 $5.85 Million
Q4 2020 Jan 22, 2021	SELL	$78.88 - $92.1 $111,378 - $130,045	-1,412 Reduced 2.43%	56,786 $5.2 Million
Q3 2020 Nov 05, 2020	SELL	$77.57 - $85.18 $713,799 - $783,826	-9,202 Reduced 13.65%	58,198 $4.71 Million
Q2 2020 Jul 15, 2020	SELL	$67.79 - $86.78 $1.54 Million - $1.97 Million	-22,694 Reduced 25.19%	67,400 $5.31 Million
Q1 2020 Apr 10, 2020	SELL	$60.97 - $94.78 $677,010 - $1.05 Million	-11,104 Reduced 10.97%	90,094 $6.37 Million
Q4 2019 Jan 13, 2020	BUY	$85.84 - $94.47 $294,688 - $324,315	3,433 Added 3.51%	101,198 $9.48 Million
Q3 2019 Oct 29, 2019	BUY	$88.2 - $89.75 $236,728 - $240,889	2,684 Added 2.82%	97,765 $8.68 Million
Q2 2019 Jul 10, 2019	BUY	N/A	3,375 Added 3.68%	95,081 $8.31 Million
Q1 2019 Apr 10, 2019	BUY	N/A	12,900 Added 16.37%	91,706 $7.86 Million
Q4 2018 Jan 15, 2019	BUY	N/A	5,501 Added 7.5%	78,806 $6.15 Million
Q3 2018 Oct 09, 2018	BUY	N/A	5,204 Added 7.64%	73,305 $6.38 Million
Q2 2018 Jul 13, 2018	BUY	N/A	3,759 Added 5.84%	68,101 $5.66 Million
Q1 2018 May 25, 2018	SELL	N/A	-2,301 Reduced 3.45%	64,342 $5.31 Million
Q1 2018 Apr 20, 2018	BUY	N/A	11,912 Added 21.76%	66,643 $5.62 Million
Q4 2017 Jan 18, 2018	BUY	N/A	19,319 Added 54.55%	54,731 $4.69 Million
Q3 2017 Oct 13, 2017	BUY	N/A	35,412	35,412 $2.87 Million

Others Institutions Holding VYM

# of Institutions

1,720

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Forvis Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History