Mbm Wealth Consultants, LLC Vanguard Whitehall Fds (Vangua Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 318,101 shares of VYM stock, worth $41.9 Million. This represents 12.59% of its overall portfolio holdings.

Number of Shares

318,101

Previous 312,060 1.94%

Holding current value

$41.9 Million

Previous $40 Million 1.45%

% of portfolio

12.59%

Previous 13.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$126.68 - $134.74 $765,273 - $813,964	6,041 Added 1.94%	318,101 $40.6 Million
Q3 2024 Oct 07, 2024	BUY	$117.9 - $128.2 $773,424 - $840,991	6,560 Added 2.15%	312,060 $40 Million
Q2 2024 Jul 30, 2024	BUY	$114.71 - $121.51 $495,547 - $524,923	4,320 Added 1.43%	305,500 $36.2 Million
Q1 2024 Apr 18, 2024	BUY	$109.98 - $120.99 $159,800 - $175,798	1,453 Added 0.48%	301,180 $36.4 Million
Q4 2023 Jan 30, 2024	BUY	$98.71 - $111.84 $2.61 Million - $2.95 Million	26,403 Added 9.66%	299,727 $33.5 Million
Q3 2023 Oct 19, 2023	BUY	$103.32 - $110.34 $1.28 Million - $1.37 Million	12,437 Added 4.77%	273,324 $28.2 Million
Q2 2023 Jul 24, 2023	BUY	$101.36 - $107.68 $3.7 Million - $3.94 Million	36,552 Added 16.29%	260,887 $27.7 Million
Q4 2022 Feb 15, 2023	BUY	$96.14 - $113.15 $306,494 - $360,722	3,188 Added 1.44%	224,335 $24.2 Million
Q3 2022 Oct 24, 2022	BUY	$94.88 - $110.28 $1.72 Million - $2 Million	18,092 Added 8.91%	221,147 $21.6 Million
Q2 2022 Aug 15, 2022	BUY	$99.2 - $114.57 $651,744 - $752,724	6,570 Added 3.34%	203,055 $20.7 Million
Q1 2022 May 16, 2022	BUY	$107.24 - $115.01 $7.3 Million - $7.83 Million	68,038 Added 52.97%	196,485 $22.1 Million
Q4 2021 Feb 15, 2022	BUY	$104.33 - $112.16 $1.06 Million - $1.14 Million	10,178 Added 8.61%	128,447 $14.4 Million
Q3 2021 Nov 16, 2021	BUY	$102.3 - $108.36 $455,030 - $481,985	4,448 Added 3.91%	118,269 $12.2 Million
Q2 2021 Aug 13, 2021	BUY	$101.6 - $107.95 $126,492 - $134,397	1,245 Added 1.11%	113,821 $11.9 Million
Q1 2021 May 10, 2021	SELL	$90.4 - $101.83 $86,512 - $97,451	-957 Reduced 0.84%	112,576 $11.4 Million
Q4 2020 Feb 09, 2021	BUY	$78.88 - $92.1 $535,752 - $625,543	6,792 Added 6.36%	113,533 $10.4 Million
Q3 2020 Nov 12, 2020	BUY	$77.57 - $85.18 $502,188 - $551,455	6,474 Added 6.46%	106,741 $8.64 Million
Q2 2020 Aug 07, 2020	BUY	$67.79 - $86.78 $81,280 - $104,049	1,199 Added 1.21%	100,267 $7.9 Million
Q1 2020 May 13, 2020	BUY	$60.97 - $94.78 $504,953 - $784,967	8,282 Added 9.12%	99,068 $7.01 Million
Q4 2019 Feb 11, 2020	BUY	$85.84 - $94.47 $36,653 - $40,338	427 Added 0.47%	90,786 $8.51 Million
Q3 2019 Oct 30, 2019	BUY	$88.2 - $89.75 $313,198 - $318,702	3,551 Added 4.09%	90,359 $8.02 Million
Q2 2019 Jul 30, 2019	BUY	N/A	2,671 Added 3.17%	86,808 $7.61 Million
Q1 2019 Apr 25, 2019	BUY	N/A	2,420 Added 2.96%	84,137 $7.21 Million
Q4 2018 Feb 13, 2019	BUY	N/A	81,717 New	81,717 $6.37 Million

Others Institutions Holding VYM

# of Institutions

1,809

Shares Held

180M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
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Mbm Wealth Consultants, LLC Vanguard Whitehall Fds (Vangua Transaction History