Institutional & Family Asset Management, LLC Vanguard Whitehall Fds Intl Hi Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 03, 2021	SELL	$50.66 - $61.67 $10,132 - $12,334	-200 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	$51.4 - $55.51 $10,280 - $11,102	200 New	200 $10,000
Q1 2020 May 14, 2020	SELL	$39.55 - $64.7 $16,215 - $26,527	-410 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$57.93 - $64.2 $23,751 - $26,322	410 New	410 $26,000

Others Institutions Holding VYMI

# of Institutions

554

Shares Held

49.1M

Call Options Held

4.3K

Put Options Held

89.8K

Morgan Stanley New York, NY

4.26M
Shares

$291 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.62M
Shares

$247 Million
0.02% of portfolio
Orgel Wealth Management, LLC

2.51M
Shares

$172 Million
4.79% of portfolio
Envestnet Asset Management Inc

1.81M
Shares

$123 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.76M
Shares

$120 Million
0.03% of portfolio

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About VANGUARD WHITEHALL FDS INTL HI

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