Liberty Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$101.36 - $107.68 $686,409 - $729,208	-6,772 Reduced 77.35%	1,983 $210,000
Q1 2023 May 03, 2023	BUY	$100.82 - $111.44 $882,679 - $975,657	8,755 New	8,755 $923,000
Q4 2021 Feb 15, 2022	SELL	$104.33 - $112.16 $111,007 - $119,338	-1,064 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$102.3 - $108.36 $716 - $758	-7 Reduced 0.65%	1,064 $110,000
Q2 2021 Aug 13, 2021	SELL	$101.6 - $107.95 $11.3 Million - $12 Million	-111,146 Reduced 99.05%	1,071 $112,000
Q2 2021 Aug 13, 2021	BUY	$101.6 - $107.95 $11.3 Million - $12 Million	111,121 Added 10138.78%	112,217 $1.07 Million
Q4 2020 Feb 09, 2021	SELL	$78.88 - $92.1 $11,358 - $13,262	-144 Reduced 11.61%	1,096 $100,000
Q3 2020 Nov 05, 2020	SELL	$77.57 - $85.18 $11,480 - $12,606	-148 Reduced 10.66%	1,240 $100,000
Q2 2020 Aug 04, 2020	BUY	$67.79 - $86.78 $3,186 - $4,078	47 Added 3.5%	1,388 $109,000
Q1 2020 Apr 27, 2020	SELL	$60.97 - $94.78 $42,679 - $66,346	-700 Reduced 34.3%	1,341 $95,000
Q4 2019 Feb 05, 2020	BUY	$85.84 - $94.47 $1,030 - $1,133	12 Added 0.59%	2,041 $191,000
Q3 2019 Oct 30, 2019	BUY	$88.2 - $89.75 $36,250 - $36,887	411 Added 25.4%	2,029 $180,000
Q2 2019 Jul 30, 2019	BUY	N/A	83 Added 5.41%	1,618 $141,000
Q1 2019 Apr 18, 2019	BUY	N/A	124 Added 8.79%	1,535 $131,000
Q4 2018 Mar 26, 2019	BUY	N/A	1,411 New	1,411 $110,000

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
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