Guardian Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Guardian Financial Partners, LLC

$135 Million
Q4 2024

A detailed history of Guardian Financial Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 53,226 shares of VYM stock, worth $7.01 Million. This represents 5.02% of its overall portfolio holdings.

Number of Shares

53,226

Previous 49,926 6.61%

Holding current value

$7.01 Million

Previous $6.4 Million 6.11%

% of portfolio

5.02%

Previous 4.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$126.68 - $134.74 $418,044 - $444,642	3,300 Added 6.61%	53,226 $6.79 Million
Q3 2024 Oct 31, 2024	BUY	$117.9 - $128.2 $323,753 - $352,037	2,746 Added 5.82%	49,926 $6.4 Million
Q2 2024 Jul 15, 2024	BUY	$114.71 - $121.51 $310,061 - $328,441	2,703 Added 6.08%	47,180 $5.6 Million
Q1 2024 Apr 26, 2024	BUY	$109.98 - $120.99 $877,310 - $965,137	7,977 Added 21.85%	44,477 $5.38 Million
Q4 2023 Jan 08, 2024	BUY	$98.71 - $111.84 $389,114 - $440,873	3,942 Added 12.11%	36,500 $4.07 Million
Q3 2023 Oct 05, 2023	BUY	$103.32 - $110.34 $3.36 Million - $3.59 Million	32,558 New	32,558 $3.36 Million
Q1 2023 Apr 11, 2023	BUY	$100.82 - $111.44 $996,908 - $1.1 Million	9,888 Added 124.94%	17,802 $1.88 Million
Q4 2022 Jan 17, 2023	BUY	$96.14 - $113.15 $760,851 - $895,469	7,914 New	7,914 $0

Others Institutions Holding VYM

# of Institutions

1,807

Shares Held

180M

Call Options Held

1.89M

Put Options Held

525K

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 Guardian Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Financial Partners, LLC with notifications on news.

Account

Guardian Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History