Resurgent Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Resurgent Financial Advisors LLC

$168 Million
Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 3,012 shares of VYM stock, worth $402,915. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,012

Previous 3,187 5.49%

Holding current value

$402,915

Previous $408,000 5.88%

% of portfolio

0.23%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$126.68 - $134.74 $22,169 - $23,579	-175 Reduced 5.49%	3,012 $384,000
Q3 2024 Nov 14, 2024	SELL	$117.9 - $128.2 $3,537 - $3,845	-30 Reduced 0.93%	3,187 $408,000
Q2 2024 Aug 14, 2024	SELL	$114.71 - $121.51 $310,864 - $329,292	-2,710 Reduced 45.72%	3,217 $381,000
Q1 2024 May 10, 2024	BUY	$109.98 - $120.99 $237,446 - $261,217	2,159 Added 57.3%	5,927 $717,000
Q4 2023 Feb 09, 2024	SELL	$98.71 - $111.84 $9,081 - $10,289	-92 Reduced 2.38%	3,768 $420,000
Q3 2023 Nov 13, 2023	SELL	$103.32 - $110.34 $126,050 - $134,614	-1,220 Reduced 24.02%	3,860 $398,000
Q2 2023 Aug 14, 2023	SELL	$101.36 - $107.68 $56,457 - $59,977	-557 Reduced 9.88%	5,080 $538,000
Q1 2023 May 15, 2023	SELL	$100.82 - $111.44 $28,532 - $31,537	-283 Reduced 4.78%	5,637 $594,000
Q4 2022 Feb 14, 2023	BUY	$96.14 - $113.15 $23,938 - $28,174	249 Added 4.39%	5,920 $640,000
Q3 2022 Nov 14, 2022	SELL	$94.88 - $110.28 $27,420 - $31,870	-289 Reduced 4.85%	5,671 $538,000
Q2 2022 Aug 15, 2022	SELL	$99.2 - $114.57 $25,296 - $29,215	-255 Reduced 4.1%	5,960 $606,000
Q1 2022 May 16, 2022	BUY	$107.24 - $115.01 $191,852 - $205,752	1,789 Added 40.42%	6,215 $698,000
Q4 2021 May 16, 2022	BUY	$104.33 - $112.16 $461,764 - $496,420	4,426 New	4,426 $496,000

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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Resurgent Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History