Hcr Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Hcr Wealth Advisors holds 558,839 shares of VYM stock, worth $71 Million. This represents 9.47% of its overall portfolio holdings.

Number of Shares

558,839

Previous 551,983 1.24%

Holding current value

$71 Million

Previous $65.5 Million 9.44%

% of portfolio

9.47%

Previous 9.37%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$117.9 - $128.2 $808,322 - $878,939	6,856 Added 1.24%	558,839 $71.6 Million
Q2 2024 Aug 06, 2024	BUY	$114.71 - $121.51 $471,572 - $499,527	4,111 Added 0.75%	551,983 $65.5 Million
Q1 2024 May 10, 2024	SELL	$109.98 - $120.99 $981,791 - $1.08 Million	-8,927 Reduced 1.6%	547,872 $66.3 Million
Q4 2023 Feb 09, 2024	BUY	$98.71 - $111.84 $11.8 Million - $13.4 Million	119,936 Added 27.45%	556,799 $62.2 Million
Q3 2023 Oct 20, 2023	SELL	$103.32 - $110.34 $3.45 Million - $3.68 Million	-33,349 Reduced 7.09%	436,863 $45.1 Million
Q2 2023 Aug 09, 2023	BUY	$101.36 - $107.68 $3.82 Million - $4.06 Million	37,702 Added 8.72%	470,212 $49.9 Million
Q1 2023 May 12, 2023	SELL	$100.82 - $111.44 $1.07 Million - $1.18 Million	-10,569 Reduced 2.39%	432,510 $45.6 Million
Q4 2022 Feb 13, 2023	SELL	$96.14 - $113.15 $712,974 - $839,120	-7,416 Reduced 1.65%	443,079 $47.9 Million
Q3 2022 Nov 07, 2022	SELL	$94.88 - $110.28 $1.57 Million - $1.83 Million	-16,596 Reduced 3.55%	450,495 $42.7 Million
Q2 2022 Aug 12, 2022	BUY	$99.2 - $114.57 $64,876 - $74,928	654 Added 0.14%	467,091 $47.5 Million
Q1 2022 May 05, 2022	SELL	$107.24 - $115.01 $12.9 Million - $13.8 Million	-120,137 Reduced 20.48%	466,437 $52.4 Million
Q4 2021 Feb 04, 2022	SELL	$104.33 - $112.16 $2 Million - $2.15 Million	-19,131 Reduced 3.16%	586,574 $65.8 Million
Q3 2021 Nov 02, 2021	SELL	$102.3 - $108.36 $53,400 - $56,563	-522 Reduced 0.09%	605,705 $62.6 Million
Q2 2021 Jul 21, 2021	SELL	$101.6 - $107.95 $1.79 Million - $1.9 Million	-17,628 Reduced 2.83%	606,227 $63.5 Million
Q1 2021 May 13, 2021	BUY	$90.4 - $101.83 $7.84 Million - $8.83 Million	86,690 Added 16.14%	623,855 $63.1 Million
Q4 2020 Feb 04, 2021	BUY	$78.88 - $92.1 $1.55 Million - $1.81 Million	19,666 Added 3.8%	537,165 $49.2 Million
Q3 2020 Nov 05, 2020	BUY	$77.57 - $85.18 $7.45 Million - $8.18 Million	96,085 Added 22.8%	517,499 $41.9 Million
Q2 2020 Jul 30, 2020	BUY	$67.79 - $86.78 $6.84 Million - $8.75 Million	100,865 Added 31.47%	421,414 $33.1 Million
Q1 2020 May 08, 2020	SELL	$60.97 - $94.78 $3.42 Million - $5.32 Million	-56,097 Reduced 14.89%	320,549 $22.7 Million
Q4 2019 Feb 07, 2020	BUY	$85.84 - $94.47 $32.3 Million - $35.6 Million	376,646 New	376,646 $35.3 Million
Q3 2019 Nov 07, 2019	SELL	$88.2 - $89.75 $32.7 Million - $33.3 Million	-370,805 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	143,913 Added 63.43%	370,805 $32.4 Million
Q1 2019 May 10, 2019	SELL	N/A	-232,446 Reduced 50.6%	226,892 $19.4 Million
Q4 2018 Jan 31, 2019	BUY	N/A	459,338 New	459,338 $35.8 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-421,563 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	N/A	-5,192 Reduced 1.22%	421,563 $35.2 Million
Q1 2018 May 15, 2018	BUY	N/A	15,510 Added 3.77%	426,755 $35.2 Million
Q4 2017 Feb 13, 2018	BUY	N/A	14,637 Added 3.69%	411,245 $35.2 Million
Q3 2017 Nov 13, 2017	BUY	N/A	9,001 Added 2.32%	396,608 $32.2 Million
Q2 2017 Aug 16, 2017	BUY	N/A	347,100 Added 856.89%	387,607 $30.3 Million
Q2 2017 Aug 15, 2017	BUY	N/A	40,507	40,507 $3.17 Million

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
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Hcr Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History