Francis Financial, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Francis Financial, Inc.

$411 Million
Q3 2025

A detailed history of Francis Financial, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Francis Financial, Inc. holds 116,157 shares of VYM stock, worth $16.4 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

116,157

Previous 120,181 3.35%

Holding current value

$16.4 Million

Previous $16 Million 2.19%

% of portfolio

3.98%

Previous 4.54%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$132.9 - $142.03 $534,789 - $571,528	-4,024 Reduced 3.35%	116,157 $16.4 Million
Q2 2025 Aug 08, 2025	SELL	$114.78 - $133.31 $798,180 - $927,037	-6,954 Reduced 5.47%	120,181 $16 Million
Q1 2025 May 12, 2025	SELL	$126.11 - $135.06 $672,418 - $720,139	-5,332 Reduced 4.03%	127,135 $16.4 Million
Q4 2024 Feb 14, 2025	SELL	$126.68 - $134.74 $514,194 - $546,909	-4,059 Reduced 2.97%	132,467 $16.9 Million
Q3 2024 Nov 01, 2024	SELL	$117.9 - $128.2 $910,188 - $989,703	-7,720 Reduced 5.35%	136,526 $17.5 Million

Q2 2024 Jul 12, 2024	SELL	$114.71 - $121.51 $955,534 - $1.01 Million	-8,330 Reduced 5.46%	144,246 $17.1 Million
Q1 2024 Apr 17, 2024	BUY	$109.98 - $120.99 $241,736 - $265,936	2,198 Added 1.46%	152,576 $18.5 Million
Q4 2023 Jan 18, 2024	BUY	$98.71 - $111.84 $386,153 - $437,518	3,912 Added 2.67%	150,378 $16.8 Million
Q3 2023 Oct 24, 2023	BUY	$103.32 - $110.34 $748,966 - $799,854	7,249 Added 5.21%	146,466 $15.1 Million
Q2 2023 Jul 26, 2023	SELL	$101.36 - $107.68 $239,310 - $254,232	-2,361 Reduced 1.67%	139,217 $14.8 Million
Q1 2023 May 03, 2023	BUY	$100.82 - $111.44 $64,524 - $71,321	640 Added 0.45%	141,578 $14.9 Million
Q4 2022 Feb 07, 2023	BUY	$96.14 - $113.15 $342,450 - $403,040	3,562 Added 2.59%	140,938 $15.3 Million
Q3 2022 Oct 13, 2022	BUY	$94.88 - $110.28 $500,302 - $581,506	5,273 Added 3.99%	137,376 $13 Million
Q2 2022 Sep 08, 2022	BUY	$99.2 - $114.57 $9.82 Million - $11.3 Million	98,999 Added 299.05%	132,103 $13.7 Million
Q1 2018 May 08, 2018	SELL	N/A	-1,380 Reduced 4.0%	33,104 $2.73 Million
Q4 2017 Jan 29, 2018	BUY	N/A	34,484	34,484 $2.95 Million

Others Institutions Holding VYM

# of Institutions

2,097

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Francis Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Francis Financial, Inc. with notifications on news.

Account

Francis Financial, Inc. Vanguard Whitehall Fds (Vangua Transaction History