Hofer & Associates. Inc Vanguard Whitehall Fds (Vangua Transaction History

Hofer & Associates. Inc

$147 Million
Q1 2025

A detailed history of Hofer & Associates. Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Hofer & Associates. Inc holds 40,685 shares of VYM stock, worth $5.25 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

40,685

Previous 40,117 1.42%

Holding current value

$5.25 Million

Previous $5.12 Million 2.5%

% of portfolio

3.57%

Previous 3.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$126.11 - $135.06 $71,630 - $76,714	568 Added 1.42%	40,685 $5.25 Million
Q4 2024 Jan 23, 2025	SELL	$126.68 - $134.74 $11,527 - $12,261	-91 Reduced 0.23%	40,117 $5.12 Million
Q3 2024 Oct 21, 2024	BUY	$117.9 - $128.2 $23,226 - $25,255	197 Added 0.49%	40,208 $5.15 Million
Q2 2024 Jul 18, 2024	BUY	$114.71 - $121.51 $41,295 - $43,743	360 Added 0.91%	40,011 $4.75 Million
Q1 2024 Apr 22, 2024	BUY	$109.98 - $120.99 $95,902 - $105,503	872 Added 2.25%	39,651 $4.8 Million
Q4 2023 Jan 22, 2024	BUY	$98.71 - $111.84 $130,593 - $147,964	1,323 Added 3.53%	38,779 $4.33 Million
Q3 2023 Oct 13, 2023	BUY	$103.32 - $110.34 $107,762 - $115,084	1,043 Added 2.86%	37,456 $3.87 Million
Q2 2023 Jul 14, 2023	SELL	$101.36 - $107.68 $108,657 - $115,432	-1,072 Reduced 2.86%	36,413 $3.86 Million
Q1 2023 Apr 14, 2023	SELL	$100.82 - $111.44 $12,098 - $13,372	-120 Reduced 0.32%	37,485 $3.95 Million
Q4 2022 Jan 26, 2023	BUY	$96.14 - $113.15 $27,399 - $32,247	285 Added 0.76%	37,605 $0
Q3 2022 Dec 15, 2022	BUY	$94.88 - $110.28 $104,557 - $121,528	1,102 Added 3.04%	37,320 $3.54 Million
Q2 2022 Dec 15, 2022	SELL	$99.2 - $114.57 $20,137 - $23,257	-203 Reduced 0.56%	36,218 $3.68 Million
Q1 2022 Dec 15, 2022	SELL	$107.24 - $115.01 $705,639 - $756,765	-6,580 Reduced 15.3%	36,421 $4.09 Million
Q4 2021 Dec 15, 2022	BUY	$104.33 - $112.16 $4.49 Million - $4.82 Million	43,001 New	43,001 $4.82 Million

Others Institutions Holding VYM

# of Institutions

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

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About VANGUARD WHITEHALL FDS (VANGUA

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Hofer & Associates. Inc Vanguard Whitehall Fds (Vangua Transaction History