Marshall Financial Group Inc Vanguard Whitehall Fds (Vangua Transaction History

Marshall Financial Group Inc

$318 Million
Q1 2025

A detailed history of Marshall Financial Group Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Marshall Financial Group Inc holds 4,241 shares of VYM stock, worth $544,459. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,241

Previous 4,352 2.55%

Holding current value

$544,459

Previous $555,000 1.62%

% of portfolio

0.17%

Previous 0.17%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$126.11 - $135.06 $13,998 - $14,991	-111 Reduced 2.55%	4,241 $546,000
Q4 2024 Jan 24, 2025	BUY	$126.68 - $134.74 $4,053 - $4,311	32 Added 0.74%	4,352 $555,000
Q3 2024 Nov 04, 2024	SELL	$117.9 - $128.2 $9,314 - $10,127	-79 Reduced 1.8%	4,320 $553,000
Q2 2024 Aug 09, 2024	SELL	$114.71 - $121.51 $34,642 - $36,696	-302 Reduced 6.42%	4,399 $521,000
Q1 2024 May 08, 2024	SELL	$109.98 - $120.99 $33,653 - $37,022	-306 Reduced 6.11%	4,701 $568,000
Q4 2023 Feb 07, 2024	SELL	$98.71 - $111.84 $26,059 - $29,525	-264 Reduced 5.01%	5,007 $558,000
Q3 2023 Nov 02, 2023	BUY	$103.32 - $110.34 $36,162 - $38,619	350 Added 7.11%	5,271 $544,000
Q2 2023 Aug 10, 2023	SELL	$101.36 - $107.68 $25,137 - $26,704	-248 Reduced 4.8%	4,921 $521,000
Q1 2023 May 02, 2023	SELL	$100.82 - $111.44 $40,227 - $44,464	-399 Reduced 7.17%	5,169 $545,000
Q4 2022 Feb 03, 2023	BUY	$96.14 - $113.15 $4,230 - $4,978	44 Added 0.8%	5,568 $602,000
Q3 2022 Nov 14, 2022	BUY	$94.88 - $110.28 $3,036 - $3,528	32 Added 0.58%	5,524 $524,000
Q2 2022 Aug 10, 2022	BUY	$99.2 - $114.57 $3,174 - $3,666	32 Added 0.59%	5,492 $559,000
Q1 2022 May 10, 2022	BUY	$107.24 - $115.01 $2,573 - $2,760	24 Added 0.44%	5,460 $613,000
Q4 2021 Feb 08, 2022	BUY	$104.33 - $112.16 $3,442 - $3,701	33 Added 0.61%	5,436 $609,000
Q3 2021 Nov 15, 2021	BUY	$102.3 - $108.36 $1,432 - $1,517	14 Added 0.26%	5,403 $558,000
Q2 2021 Jul 29, 2021	BUY	$101.6 - $107.95 $1,320 - $1,403	13 Added 0.24%	5,389 $565,000
Q1 2021 May 10, 2021	BUY	$90.4 - $101.83 $1,175 - $1,323	13 Added 0.24%	5,376 $543,000
Q4 2020 Feb 04, 2021	BUY	$78.88 - $92.1 $1,340 - $1,565	17 Added 0.32%	5,363 $491,000
Q3 2020 Nov 10, 2020	SELL	$77.57 - $85.18 $26,606 - $29,216	-343 Reduced 6.03%	5,346 $433,000
Q2 2020 Jul 27, 2020	BUY	$67.79 - $86.78 $1,626 - $2,082	24 Added 0.42%	5,689 $448,000
Q1 2020 Apr 23, 2020	BUY	$60.97 - $94.78 $1,097 - $1,706	18 Added 0.32%	5,665 $401,000
Q4 2019 Feb 05, 2020	BUY	$85.84 - $94.47 $1,545 - $1,700	18 Added 0.32%	5,647 $529,000
Q3 2019 Oct 30, 2019	BUY	$88.2 - $89.75 $1,675 - $1,705	19 Added 0.34%	5,629 $499,000
Q2 2019 Jul 23, 2019	BUY	N/A	15 Added 0.27%	5,610 $490,000
Q1 2019 Apr 26, 2019	BUY	N/A	16 Added 0.29%	5,595 $479,000
Q4 2018 Feb 11, 2019	BUY	N/A	5,579 New	5,579 $435,000

Others Institutions Holding VYM

# of Institutions

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

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About VANGUARD WHITEHALL FDS (VANGUA

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Marshall Financial Group Inc Vanguard Whitehall Fds (Vangua Transaction History