Ibex Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History

Ibex Wealth Advisors

$728 Million
Q1 2025

A detailed history of Ibex Wealth Advisors transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ibex Wealth Advisors holds 14,647 shares of VYM stock, worth $2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

14,647

Previous 15,638 6.34%

Holding current value

$2 Million

Previous $2 Million 6.37%

% of portfolio

0.26%

Previous 0.25%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$126.11 - $135.06 $124,975 - $133,844	-991 Reduced 6.34%	14,647 $1.87 Million
Q4 2024 Jan 23, 2025	BUY	$126.68 - $134.74 $1.98 Million - $2.11 Million	15,638 New	15,638 $2 Million
Q4 2022 Feb 06, 2023	BUY	$96.14 - $113.15 $104,888 - $123,446	1,091 Added 5.4%	21,303 $2.31 Million
Q3 2022 Oct 31, 2022	SELL	$94.88 - $110.28 $569 - $661	-6 Reduced 0.03%	20,212 $1.92 Million
Q2 2022 Aug 16, 2022	SELL	$99.2 - $114.57 $689,142 - $795,917	-6,947 Reduced 25.57%	20,218 $2.06 Million
Q1 2022 May 16, 2022	SELL	$107.24 - $115.01 $48,579 - $52,099	-453 Reduced 1.64%	27,165 $3.05 Million
Q4 2021 Feb 22, 2022	SELL	$104.33 - $112.16 $43,296 - $46,546	-415 Reduced 1.48%	27,618 $3.1 Million
Q3 2021 Nov 12, 2021	BUY	$102.3 - $108.36 $112,836 - $119,521	1,103 Added 4.1%	28,033 $2.9 Million
Q2 2021 Aug 20, 2021	BUY	$101.6 - $107.95 $514,502 - $546,658	5,064 Added 23.16%	26,930 $2.82 Million
Q1 2021 May 05, 2021	BUY	$90.4 - $101.83 $333,756 - $375,956	3,692 Added 20.31%	21,866 $2.21 Million
Q4 2020 Jan 22, 2021	SELL	$78.88 - $92.1 $1.33 Million - $1.55 Million	-16,804 Reduced 48.04%	18,174 $1.66 Million
Q3 2020 Oct 23, 2020	BUY	$77.57 - $85.18 $89,050 - $97,786	1,148 Added 3.39%	34,978 $2.83 Million
Q2 2020 Aug 14, 2020	BUY	$67.79 - $86.78 $8,270 - $10,587	122 Added 0.36%	33,830 $2.67 Million
Q1 2020 May 05, 2020	SELL	$60.97 - $94.78 $108,221 - $168,234	-1,775 Reduced 5.0%	33,708 $2.38 Million
Q4 2019 Jan 24, 2020	BUY	$85.84 - $94.47 $90,132 - $99,193	1,050 Added 3.05%	35,483 $3.33 Million
Q3 2019 Nov 12, 2019	BUY	$88.2 - $89.75 $60,858 - $61,927	690 Added 2.04%	34,433 $3.06 Million
Q2 2019 Jul 30, 2019	BUY	N/A	4,202 Added 14.22%	33,743 $2.95 Million
Q1 2019 May 01, 2019	BUY	N/A	936 Added 3.27%	29,541 $2.53 Million
Q4 2018 Feb 01, 2019	BUY	N/A	9,841 Added 52.45%	28,605 $2.23 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-228 Reduced 1.2%	18,764 $1.64 Million
Q1 2018 Jun 13, 2018	BUY	N/A	18,992 New	18,992 $1.53 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-18,159 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	18,159	18,159 $1.49 Million

Others Institutions Holding VYM

# of Institutions

2,015

Shares Held

189M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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