Pensionmark Financial Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Pensionmark Financial Group, LLC

$3.72 Billion
Q1 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 34,853 shares of VYM stock, worth $4.75 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

34,853

Previous 25,444 36.98%

Holding current value

$4.75 Million

Previous $3.25 Million 38.45%

% of portfolio

0.12%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$126.11 - $135.06 $1.19 Million - $1.27 Million	9,409 Added 36.98%	34,853 $4.49 Million
Q4 2024 Feb 12, 2025	BUY	$126.68 - $134.74 $317,333 - $337,523	2,505 Added 10.92%	25,444 $3.25 Million
Q3 2024 Nov 25, 2024	SELL	$117.9 - $128.2 $15.6 Million - $17 Million	-132,287 Reduced 85.22%	22,939 $2.94 Million
Q3 2024 Nov 14, 2024	BUY	$117.9 - $128.2 $17.8 Million - $19.4 Million	151,065 Added 3630.5%	155,226 $19.9 Million
Q2 2024 Aug 14, 2024	BUY	$114.71 - $121.51 $477,308 - $505,603	4,161 New	4,161 $493,000
Q4 2023 Feb 14, 2024	BUY	$98.71 - $111.84 $201,664 - $228,489	2,043 New	2,043 $228,000

Others Institutions Holding VYM

# of Institutions

2,018

Shares Held

189M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Pensionmark Financial Group, LLC Vanguard Whitehall Fds (Vangua Transaction History