Inspirion Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 453,500 shares of VYM stock, worth $61.2 Million. This represents 8.15% of its overall portfolio holdings.

Number of Shares

453,500

Previous 431,306 5.15%

Holding current value

$61.2 Million

Previous $55.3 Million 4.65%

% of portfolio

8.15%

Previous 7.77%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$126.68 - $134.74 $2.81 Million - $2.99 Million	22,194 Added 5.15%	453,500 $57.9 Million
Q3 2024 Oct 04, 2024	BUY	$117.9 - $128.2 $1.67 Million - $1.82 Million	14,206 Added 3.41%	431,306 $55.3 Million
Q2 2024 Jul 12, 2024	BUY	$114.71 - $121.51 $1.91 Million - $2.02 Million	16,634 Added 4.15%	417,100 $49.5 Million
Q1 2024 Apr 12, 2024	BUY	$109.98 - $120.99 $1.77 Million - $1.95 Million	16,136 Added 4.2%	400,466 $48.5 Million
Q4 2023 Jan 10, 2024	BUY	$98.71 - $111.84 $355,158 - $402,400	3,598 Added 0.95%	384,330 $42.9 Million
Q3 2023 Oct 13, 2023	BUY	$103.32 - $110.34 $1.02 Million - $1.09 Million	9,844 Added 2.65%	380,732 $39.3 Million
Q2 2023 Jul 20, 2023	BUY	$101.36 - $107.68 $755,233 - $802,323	7,451 Added 2.05%	370,888 $39.3 Million
Q1 2023 Apr 07, 2023	BUY	$100.82 - $111.44 $988,540 - $1.09 Million	9,805 Added 2.77%	363,437 $38.3 Million
Q4 2022 Jan 18, 2023	SELL	$96.14 - $113.15 $93,928 - $110,547	-977 Reduced 0.28%	353,632 $0
Q3 2022 Oct 18, 2022	BUY	$94.88 - $110.28 $417,946 - $485,783	4,405 Added 1.26%	354,609 $33.6 Million
Q2 2022 Jul 27, 2022	BUY	$99.2 - $114.57 $2.05 Million - $2.36 Million	20,623 Added 6.26%	350,204 $35.6 Million
Q1 2022 Apr 14, 2022	BUY	$107.24 - $115.01 $1.44 Million - $1.54 Million	13,428 Added 4.25%	329,581 $37 Million
Q4 2021 Jan 21, 2022	BUY	$104.33 - $112.16 $1.55 Million - $1.66 Million	14,812 Added 4.92%	316,153 $35.4 Million
Q3 2021 Oct 08, 2021	BUY	$102.3 - $108.36 $2.23 Million - $2.36 Million	21,820 Added 7.81%	301,341 $31.1 Million
Q2 2021 Jul 16, 2021	BUY	$101.6 - $107.95 $1.75 Million - $1.86 Million	17,255 Added 6.58%	279,521 $29.3 Million
Q1 2021 Apr 15, 2021	BUY	$90.4 - $101.83 $1.53 Million - $1.73 Million	16,966 Added 6.92%	262,266 $26.5 Million
Q4 2020 Jan 22, 2021	BUY	$78.88 - $92.1 $1.1 Million - $1.28 Million	13,899 Added 6.01%	245,300 $22.4 Million
Q3 2020 Oct 14, 2020	BUY	$77.57 - $85.18 $2.41 Million - $2.65 Million	31,075 Added 15.51%	231,401 $18.7 Million
Q2 2020 Jul 09, 2020	BUY	$67.79 - $86.78 $219,368 - $280,820	3,236 Added 1.64%	200,326 $15.8 Million
Q1 2020 Apr 23, 2020	BUY	$60.97 - $94.78 $984,848 - $1.53 Million	16,153 Added 8.93%	197,090 $13.9 Million
Q4 2019 Jan 14, 2020	SELL	$85.84 - $94.47 $147,816 - $162,677	-1,722 Reduced 0.94%	180,937 $17 Million
Q3 2019 Oct 22, 2019	SELL	$88.2 - $89.75 $546,222 - $555,821	-6,193 Reduced 3.28%	182,659 $16.2 Million
Q2 2019 Jul 15, 2019	BUY	N/A	3,166 Added 1.71%	188,852 $16.5 Million
Q1 2019 Apr 16, 2019	SELL	N/A	-2,214 Reduced 1.18%	185,686 $15.9 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-1,172 Reduced 0.62%	187,900 $14.7 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-5,848 Reduced 3.0%	189,072 $16.5 Million
Q2 2018 Jul 19, 2018	BUY	N/A	1,732 Added 0.9%	194,920 $16.2 Million
Q1 2018 Apr 18, 2018	SELL	N/A	-262,112 Reduced 57.57%	193,188 $15.9 Million
Q4 2017 Jan 16, 2018	SELL	N/A	-1,338 Reduced 0.29%	455,300 $39 Million
Q3 2017 Nov 14, 2017	BUY	N/A	456,638	456,638 $37 Million

Others Institutions Holding VYM

# of Institutions

1,931

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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Inspirion Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History