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 $1.89 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

14,647

Previous 15,638 6.34%

Holding current value

$1.89 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

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Account

Ibex Wealth Advisors Vanguard Whitehall Fds (Vangua Transaction History