Sax Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,083 shares of VYM stock, worth $655,808. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,083

Previous 4,082 24.52%

Holding current value

$655,808

Previous $520,000 25.96%

% of portfolio

0.05%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$126.11 - $135.06 $126,236 - $135,195	1,001 Added 24.52%	5,083 $655,000
Q2 2024 Jul 12, 2024	BUY	$114.71 - $121.51 $57,355 - $60,755	500 Added 13.96%	4,082 $484,000
Q1 2024 May 13, 2024	SELL	$109.98 - $120.99 $5,499 - $6,049	-50 Reduced 1.38%	3,582 $433,000
Q4 2023 Feb 14, 2024	SELL	$98.71 - $111.84 $592 - $671	-6 Reduced 0.16%	3,632 $405,000
Q3 2023 Nov 07, 2023	SELL	$103.32 - $110.34 $34,095 - $36,412	-330 Reduced 8.32%	3,638 $375,000
Q2 2023 Aug 10, 2023	SELL	$101.36 - $107.68 $3,547 - $3,768	-35 Reduced 0.87%	3,968 $420,000
Q1 2023 May 05, 2023	BUY	$100.82 - $111.44 $5,041 - $5,572	50 Added 1.26%	4,003 $422,000
Q4 2022 Feb 06, 2023	BUY	$96.14 - $113.15 $29,995 - $35,302	312 Added 8.57%	3,953 $427,000
Q3 2022 Nov 08, 2022	BUY	$94.88 - $110.28 $26,566 - $30,878	280 Added 8.33%	3,641 $345,000
Q2 2022 Aug 11, 2022	BUY	$99.2 - $114.57 $4,960 - $5,728	50 Added 1.51%	3,361 $342,000
Q1 2022 Apr 20, 2022	SELL	$107.24 - $115.01 $1.64 Million - $1.76 Million	-15,269 Reduced 82.18%	3,311 $372,000
Q3 2021 Dec 10, 2021	BUY	$102.3 - $108.36 $54,525 - $57,755	533 Added 2.95%	18,580 $1.92 Million
Q2 2021 Aug 12, 2021	SELL	$101.6 - $107.95 $95,199 - $101,149	-937 Reduced 4.94%	18,047 $1.89 Million
Q1 2021 May 14, 2021	BUY	$90.4 - $101.83 $1,536 - $1,731	17 Added 0.09%	18,984 $1.92 Million
Q4 2020 Feb 16, 2021	BUY	$78.88 - $92.1 $1.5 Million - $1.75 Million	18,967 New	18,967 $1.74 Million

Others Institutions Holding VYM

# of Institutions

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History