Hb Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Hb Wealth Management, LLC holds 63,464 shares of VYM stock, worth $8.37 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

63,464

Previous 65,021 2.39%

Holding current value

$8.37 Million

Previous $8.34 Million 2.86%

% of portfolio

0.08%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$126.68 - $134.74 $197,240 - $209,790	-1,557 Reduced 2.39%	63,464 $8.1 Million
Q3 2024 Oct 15, 2024	BUY	$117.9 - $128.2 $510,035 - $554,593	4,326 Added 7.13%	65,021 $8.34 Million
Q2 2024 Jul 26, 2024	SELL	$114.71 - $121.51 $515,621 - $546,187	-4,495 Reduced 6.9%	60,695 $7.2 Million
Q1 2024 Apr 30, 2024	BUY	$109.98 - $120.99 $235,687 - $259,281	2,143 Added 3.4%	65,190 $7.89 Million
Q4 2023 Jan 16, 2024	BUY	$98.71 - $111.84 $358,416 - $406,091	3,631 Added 6.11%	63,047 $7.04 Million
Q3 2023 Oct 13, 2023	SELL	$103.32 - $110.34 $89,578 - $95,664	-867 Reduced 1.44%	59,416 $6.14 Million
Q2 2023 Jul 13, 2023	SELL	$101.36 - $107.68 $105,414 - $111,987	-1,040 Reduced 1.7%	60,283 $6.39 Million
Q1 2023 Apr 13, 2023	BUY	$100.82 - $111.44 $16,332 - $18,053	162 Added 0.26%	61,323 $6.47 Million
Q4 2022 Jan 20, 2023	BUY	$96.14 - $113.15 $173,244 - $203,896	1,802 Added 3.04%	61,161 $0
Q3 2022 Oct 19, 2022	BUY	$94.88 - $110.28 $1.77 Million - $2.06 Million	18,670 Added 45.88%	59,359 $5.63 Million
Q2 2022 Jul 15, 2022	BUY	$99.2 - $114.57 $2.37 Million - $2.73 Million	23,860 Added 141.78%	40,689 $4.14 Million
Q1 2022 May 16, 2022	BUY	$107.24 - $115.01 $150,993 - $161,934	1,408 Added 9.13%	16,829 $1.89 Million
Q4 2021 Feb 15, 2022	BUY	$104.33 - $112.16 $1.61 Million - $1.73 Million	15,421 New	15,421 $1.73 Million

Others Institutions Holding VYM

# of Institutions

1,834

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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Hb Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History