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

Howard Wealth Management, LLC

$171 Million
Q3 2024

A detailed history of Howard Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Howard Wealth Management, LLC holds 102,414 shares of VYM stock, worth $13.4 Million. This represents 7.67% of its overall portfolio holdings.

Number of Shares

102,414

Previous 101,205 1.19%

Holding current value

$13.4 Million

Previous $12 Million 9.39%

% of portfolio

7.67%

Previous 9.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$117.9 - $128.2 $142,541 - $154,993	1,209 Added 1.19%	102,414 $13.1 Million
Q2 2024 Aug 02, 2024	BUY	$114.71 - $121.51 $284,251 - $301,101	2,478 Added 2.51%	101,205 $12 Million
Q1 2024 May 06, 2024	SELL	$109.98 - $120.99 $18,586 - $20,447	-169 Reduced 0.17%	98,727 $11.9 Million
Q4 2023 Feb 07, 2024	BUY	$98.71 - $111.84 $80,942 - $91,708	820 Added 0.84%	98,896 $11 Million
Q3 2023 Nov 01, 2023	BUY	$103.32 - $110.34 $143,408 - $153,151	1,388 Added 1.44%	98,076 $10.1 Million
Q2 2023 Aug 01, 2023	SELL	$101.36 - $107.68 $182,245 - $193,608	-1,798 Reduced 1.83%	96,688 $10.3 Million
Q1 2023 May 04, 2023	SELL	$100.82 - $111.44 $16,937 - $18,721	-168 Reduced 0.17%	98,486 $10.4 Million
Q4 2022 Jan 26, 2023	BUY	$96.14 - $113.15 $255,251 - $300,413	2,655 Added 2.77%	98,654 $0
Q3 2022 Nov 01, 2022	BUY	$94.88 - $110.28 $1.54 Million - $1.79 Million	16,225 Added 20.34%	95,999 $9.11 Million
Q2 2022 Aug 09, 2022	SELL	$99.2 - $114.57 $1.55 Million - $1.79 Million	-15,657 Reduced 16.41%	79,774 $8.11 Million
Q1 2022 Apr 20, 2022	BUY	$107.24 - $115.01 $401,292 - $430,367	3,742 Added 4.08%	95,431 $10.7 Million
Q4 2021 Jan 18, 2022	BUY	$104.33 - $112.16 $416,172 - $447,406	3,989 Added 4.55%	91,689 $10.3 Million
Q3 2021 Oct 19, 2021	SELL	$102.3 - $108.36 $82,351 - $87,229	-805 Reduced 0.91%	87,700 $9.06 Million
Q2 2021 Jul 27, 2021	BUY	$101.6 - $107.95 $91,846 - $97,586	904 Added 1.03%	88,505 $9.27 Million
Q1 2021 Apr 23, 2021	BUY	$90.4 - $101.83 $36,521 - $41,139	404 Added 0.46%	87,601 $8.86 Million
Q4 2020 Feb 02, 2021	BUY	$78.88 - $92.1 $79,511 - $92,836	1,008 Added 1.17%	87,197 $7.98 Million
Q3 2020 Oct 29, 2020	SELL	$77.57 - $85.18 $388,392 - $426,496	-5,007 Reduced 5.49%	86,189 $6.98 Million
Q2 2020 Aug 03, 2020	BUY	$67.79 - $86.78 $265,872 - $340,351	3,922 Added 4.49%	91,196 $7.18 Million
Q1 2020 May 04, 2020	BUY	$60.97 - $94.78 $72,920 - $113,356	1,196 Added 1.39%	87,274 $6.17 Million
Q4 2019 Feb 05, 2020	BUY	$85.84 - $94.47 $7.39 Million - $8.13 Million	86,078 New	86,078 $8.07 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
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Howard Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History