Global Retirement Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Global Retirement Partners, LLC

$3.15 Billion
Q2 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Global Retirement Partners, LLC holds 53,576 shares of VYM stock, worth $6.75 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

53,576

Previous 60,699 11.73%

Holding current value

$6.75 Million

Previous $7.34 Million 13.47%

% of portfolio

0.2%

Previous 0.28%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$114.71 - $121.51 $817,079 - $865,515	-7,123 Reduced 11.73%	53,576 $6.35 Million
Q1 2024 Apr 23, 2024	SELL	$109.98 - $120.99 $891,057 - $980,260	-8,102 Reduced 11.78%	60,699 $7.34 Million
Q4 2023 Jan 18, 2024	BUY	$98.71 - $111.84 $55,080 - $62,406	558 Added 0.82%	68,801 $7.68 Million
Q3 2023 Oct 13, 2023	SELL	$103.32 - $110.34 $670,340 - $715,885	-6,488 Reduced 8.68%	68,243 $7.05 Million
Q2 2023 Jul 20, 2023	SELL	$101.36 - $107.68 $383,748 - $407,676	-3,786 Reduced 4.82%	74,731 $7.93 Million
Q1 2023 May 05, 2023	SELL	$100.82 - $111.44 $229,163 - $253,303	-2,273 Reduced 2.81%	78,517 $8.28 Million
Q4 2022 Feb 13, 2023	SELL	$96.14 - $113.15 $1.5 Million - $1.77 Million	-15,638 Reduced 16.22%	80,790 $8.74 Million
Q4 2022 Feb 13, 2023	SELL	$96.14 - $113.15 $1.5 Million - $1.77 Million	-15,638 Reduced 16.22%	80,790 $8.74 Million
Q3 2022 Nov 03, 2022	SELL	$94.88 - $110.28 $1.04 Million - $1.21 Million	-10,931 Reduced 10.18%	96,428 $10.3 Million
Q2 2022 Jul 15, 2022	SELL	$99.2 - $114.57 $846,473 - $977,625	-8,533 Reduced 7.36%	107,359 $10.9 Million
Q1 2022 Jul 14, 2022	BUY	$107.24 - $115.01 $12.4 Million - $13.3 Million	115,892 New	115,892 $12.5 Million
Q4 2021 Jan 21, 2022	SELL	$104.33 - $112.16 $6.97 Million - $7.49 Million	-66,786 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$102.3 - $108.36 $861,570 - $912,607	8,422 Added 14.43%	66,786 $6.9 Million
Q2 2021 Jul 15, 2021	BUY	$101.6 - $107.95 $286,105 - $303,987	2,816 Added 5.07%	58,364 $6.12 Million
Q1 2021 Apr 14, 2021	BUY	$90.4 - $101.83 $110,830 - $124,843	1,226 Added 2.26%	55,548 $5.62 Million
Q4 2020 Jan 13, 2021	BUY	$78.88 - $92.1 $7,099 - $8,289	90 Added 0.17%	54,322 $4.97 Million
Q3 2020 Oct 09, 2020	BUY	$77.57 - $85.18 $237,907 - $261,247	3,067 Added 5.99%	54,232 $4.39 Million
Q2 2020 Jul 13, 2020	BUY	$67.79 - $86.78 $1.19 Million - $1.52 Million	17,503 Added 52.0%	51,165 $4.03 Million
Q1 2020 Apr 28, 2020	SELL	$60.97 - $94.78 $494,710 - $769,044	-8,114 Reduced 19.42%	33,662 $2.38 Million
Q4 2019 Jan 23, 2020	SELL	$85.84 - $94.47 $877,628 - $965,861	-10,224 Reduced 19.66%	41,776 $3.92 Million
Q3 2019 Nov 19, 2019	BUY	$88.2 - $89.75 $220,323 - $224,195	2,498 Added 5.05%	52,000 $4.61 Million
Q2 2019 Nov 19, 2019	BUY	N/A	914 Added 1.88%	49,502 $4.33 Million
Q1 2019 May 07, 2019	SELL	N/A	-1,275 Reduced 2.56%	48,588 $4.16 Million
Q4 2018 Feb 22, 2019	BUY	N/A	6,697 Added 15.51%	49,863 $3.89 Million
Q3 2018 Oct 17, 2018	BUY	N/A	3,624 Added 9.16%	43,166 $3.76 Million
Q2 2018 Aug 13, 2018	BUY	N/A	21,870 Added 123.76%	39,542 $3.28 Million
Q1 2018 Aug 10, 2018	BUY	N/A	2,992 Added 20.38%	17,672 $1.46 Million
Q4 2017 Aug 13, 2018	SELL	N/A	-486 Reduced 3.2%	14,680 $1.26 Million
Q3 2017 Aug 10, 2018	BUY	N/A	2,348 Added 18.32%	15,166 $1.23 Million
Q2 2017 Aug 10, 2018	BUY	N/A	4,876 Added 61.4%	12,818 $1 Million
Q1 2017 Aug 10, 2018	SELL	N/A	-1,083 Reduced 12.0%	7,942 $617,000
Q4 2016 Aug 10, 2018	BUY	N/A	9,025	9,025 $684,000

Others Institutions Holding VYM

# of Institutions

1,720

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

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About VANGUARD WHITEHALL FDS (VANGUA

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Global Retirement Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History