Measured Wealth Private Client Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Measured Wealth Private Client Group, LLC

$296 Million
Q3 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 166,031 shares of VYM stock, worth $21.1 Million. This represents 7.18% of its overall portfolio holdings.

Number of Shares

166,031

Previous 130,701 27.03%

Holding current value

$21.1 Million

Previous $15.5 Million 37.31%

% of portfolio

7.18%

Previous 5.48%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$117.9 - $128.2 $4.17 Million - $4.53 Million	35,330 Added 27.03%	166,031 $21.3 Million
Q2 2024 Aug 12, 2024	BUY	$114.71 - $121.51 $31,201 - $33,050	272 Added 0.21%	130,701 $15.5 Million
Q1 2024 Apr 18, 2024	SELL	$109.98 - $120.99 $419,903 - $461,939	-3,818 Reduced 2.84%	130,429 $15.8 Million
Q4 2023 Feb 06, 2024	SELL	$98.71 - $111.84 $169,386 - $191,917	-1,716 Reduced 1.26%	134,247 $15 Million
Q3 2023 Oct 18, 2023	SELL	$103.32 - $110.34 $282,786 - $302,000	-2,737 Reduced 1.97%	135,963 $14 Million
Q2 2023 Jul 20, 2023	SELL	$101.36 - $107.68 $1.67 Million - $1.77 Million	-16,435 Reduced 10.59%	138,700 $14.7 Million
Q1 2023 May 01, 2023	BUY	$100.82 - $111.44 $118,463 - $130,942	1,175 Added 0.76%	155,135 $16.4 Million
Q4 2022 Jan 23, 2023	BUY	$96.14 - $113.15 $1.92 Million - $2.26 Million	19,957 Added 14.89%	153,960 $0
Q3 2022 Oct 27, 2022	SELL	$94.88 - $110.28 $666,247 - $774,386	-7,022 Reduced 4.98%	134,003 $12.7 Million
Q2 2022 Jul 25, 2022	SELL	$99.2 - $114.57 $5.62 Million - $6.49 Million	-56,635 Reduced 28.65%	141,025 $14.3 Million
Q1 2022 May 03, 2022	SELL	$107.24 - $115.01 $214 - $230	-2 Reduced -0.0%	197,660 $22.2 Million
Q4 2021 Jan 28, 2022	BUY	$104.33 - $112.16 $602,923 - $648,172	5,779 Added 3.01%	197,662 $22.2 Million
Q3 2021 Nov 01, 2021	SELL	$102.3 - $108.36 $1.06 Million - $1.12 Million	-10,379 Reduced 5.13%	191,883 $19.8 Million
Q2 2021 Aug 05, 2021	BUY	$101.6 - $107.95 $476,605 - $506,393	4,691 Added 2.37%	202,262 $21.2 Million
Q1 2021 May 04, 2021	BUY	$90.4 - $101.83 $35,346 - $39,815	391 Added 0.2%	197,571 $20 Million
Q4 2020 Jan 20, 2021	BUY	$78.88 - $92.1 $100,019 - $116,782	1,268 Added 0.65%	197,180 $18 Million
Q3 2020 Oct 15, 2020	BUY	$77.57 - $85.18 $671,445 - $737,318	8,656 Added 4.62%	195,912 $15.9 Million
Q2 2020 Aug 03, 2020	BUY	$67.79 - $86.78 $1.63 Million - $2.09 Million	24,055 Added 14.74%	187,256 $14.8 Million
Q1 2020 Apr 22, 2020	BUY	$60.97 - $94.78 $309,971 - $481,861	5,084 Added 3.22%	163,201 $11.5 Million
Q4 2019 Jan 15, 2020	BUY	$85.84 - $94.47 $611,953 - $673,476	7,129 Added 4.72%	158,117 $14.8 Million
Q3 2019 Oct 11, 2019	SELL	$88.2 - $89.75 $616,694 - $627,532	-6,992 Reduced 4.43%	150,988 $13.4 Million
Q2 2019 Jul 26, 2019	BUY	N/A	2,455 Added 1.58%	157,980 $13.8 Million
Q1 2019 May 07, 2019	BUY	N/A	7,507 Added 5.07%	155,525 $13.3 Million
Q4 2018 Feb 07, 2019	BUY	N/A	5,435 Added 3.81%	148,018 $11.5 Million
Q3 2018 Nov 14, 2018	BUY	N/A	5,880 Added 4.3%	142,583 $12.4 Million
Q2 2018 Aug 14, 2018	BUY	N/A	19,523 Added 16.66%	136,703 $11.4 Million
Q3 2017 Feb 15, 2018	BUY	N/A	117,180	117,180 $9.5 Million

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Measured Wealth Private Client Group, LLC Vanguard Whitehall Fds (Vangua Transaction History