Highland Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Highland Financial Advisors, LLC

$277 Million
Q1 2025

A detailed history of Highland Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 13,579 shares of VYM stock, worth $1.73 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

13,579

Previous 18,369 26.08%

Holding current value

$1.73 Million

Previous $2.34 Million 26.11%

% of portfolio

0.62%

Previous 0.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$126.11 - $135.06 $604,066 - $646,937	-4,790 Reduced 26.08%	13,579 $1.73 Million
Q4 2024 Jan 30, 2025	SELL	$126.68 - $134.74 $2.33 Million - $2.47 Million	-18,354 Reduced 49.98%	18,369 $2.34 Million
Q3 2024 Oct 30, 2024	SELL	$117.9 - $128.2 $7.3 Million - $7.94 Million	-61,907 Reduced 62.77%	36,723 $4.71 Million
Q2 2024 Jul 17, 2024	SELL	$114.71 - $121.51 $16.9 Million - $17.9 Million	-147,542 Reduced 59.93%	98,630 $11.7 Million
Q1 2024 May 06, 2024	SELL	$109.98 - $120.99 $663,619 - $730,053	-6,034 Reduced 2.39%	246,172 $29.8 Million
Q4 2023 Jan 18, 2024	BUY	$98.71 - $111.84 $2.38 Million - $2.69 Million	24,094 Added 10.56%	252,206 $28.2 Million
Q3 2023 Oct 25, 2023	SELL	$103.32 - $110.34 $22,523 - $24,054	-218 Reduced 0.1%	228,112 $23.6 Million
Q2 2023 Jul 13, 2023	BUY	$101.36 - $107.68 $100,042 - $106,280	987 Added 0.43%	228,330 $24.2 Million
Q1 2023 Apr 17, 2023	BUY	$100.82 - $111.44 $1.24 Million - $1.37 Million	12,275 Added 5.71%	227,343 $24 Million
Q4 2022 Feb 08, 2023	BUY	$96.14 - $113.15 $5.09 Million - $5.99 Million	52,922 Added 32.64%	215,068 $23.3 Million
Q3 2022 Nov 15, 2022	BUY	$94.88 - $110.28 $322,497 - $374,841	3,399 Added 2.14%	162,146 $15.4 Million
Q2 2022 Aug 04, 2022	BUY	$99.2 - $114.57 $15.7 Million - $18.2 Million	158,747 New	158,747 $16.1 Million

Others Institutions Holding VYM

# of Institutions

1,964

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Highland Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History