Milestone Advisory Partners Vanguard Whitehall Fds (Vangua Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

A detailed history of Milestone Advisory Partners transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Milestone Advisory Partners holds 30,823 shares of VYM stock, worth $4.12 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

30,823

Previous 22,436 37.38%

Holding current value

$4.12 Million

Previous $2.38 Million 33.84%

% of portfolio

2.65%

Previous 2.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$103.32 - $110.34 $866,544 - $925,421	8,387 Added 37.38%	30,823 $3.18 Million
Q2 2023 Jul 13, 2023	BUY	$101.36 - $107.68 $544,404 - $578,349	5,371 Added 31.47%	22,436 $2.38 Million
Q1 2023 May 12, 2023	BUY	$100.82 - $111.44 $120,681 - $133,393	1,197 Added 7.54%	17,065 $1.8 Million
Q4 2022 Jan 24, 2023	BUY	$96.14 - $113.15 $4,326 - $5,091	45 Added 0.28%	15,868 $0
Q3 2022 Oct 12, 2022	BUY	$94.88 - $110.28 $602,582 - $700,388	6,351 Added 67.05%	15,823 $1.5 Million
Q2 2022 Jul 18, 2022	BUY	$99.2 - $114.57 $13,491 - $15,581	136 Added 1.46%	9,472 $973,000
Q1 2022 May 10, 2022	BUY	$107.24 - $115.01 $382,846 - $410,585	3,570 Added 61.91%	9,336 $1.05 Million
Q4 2021 Feb 04, 2022	BUY	$104.33 - $112.16 $236,411 - $254,154	2,266 Added 64.74%	5,766 $646,000
Q4 2020 Jan 25, 2021	SELL	$78.88 - $92.1 $13,488 - $15,749	-171 Reduced 4.66%	3,500 $320,000
Q1 2020 Jul 31, 2020	SELL	$60.97 - $94.78 $669,816 - $1.04 Million	-10,986 Reduced 74.95%	3,671 $260,000
Q4 2019 Jul 31, 2020	BUY	$85.84 - $94.47 $268,164 - $295,124	3,124 Added 27.09%	14,657 $1.37 Million
Q3 2019 Aug 04, 2020	BUY	$88.2 - $89.75 $637,862 - $649,072	7,232 Added 168.15%	11,533 $1.02 Million
Q1 2019 Aug 04, 2020	BUY	N/A	4,301 New	4,301 $368,000

Others Institutions Holding VYM

# of Institutions

1,914

Shares Held

195M

Call Options Held

1.72M

Put Options Held

312K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Milestone Advisory Partners Vanguard Whitehall Fds (Vangua Transaction History