Sax Wealth Advisors, LLC Vanguard Whitehall Fds Intl Hi Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,009 shares of VYMI stock, worth $518,666. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,009

Previous 6,935 1.07%

Holding current value

$518,666

Previous $509,000 6.68%

% of portfolio

0.04%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$67.29 - $73.38 $4,979 - $5,430	74 Added 1.07%	7,009 $475,000
Q3 2024 Oct 17, 2024	BUY	$66.31 - $74.08 $3,249 - $3,629	49 Added 0.71%	6,935 $509,000
Q2 2024 Jul 12, 2024	BUY	$66.16 - $71.7 $4,895 - $5,305	74 Added 1.09%	6,886 $471,000
Q1 2024 May 13, 2024	BUY	$64.37 - $68.92 $2,961 - $3,170	46 Added 0.68%	6,812 $468,000
Q4 2023 Feb 14, 2024	BUY	$59.33 - $66.5 $3,856 - $4,322	65 Added 0.97%	6,766 $449,000
Q3 2023 Nov 07, 2023	BUY	$61.76 - $65.96 $3,211 - $3,429	52 Added 0.78%	6,701 $414,000
Q2 2023 Aug 10, 2023	BUY	$61.07 - $65.21 $5,557 - $5,934	91 Added 1.39%	6,649 $420,000
Q1 2023 May 05, 2023	BUY	$59.15 - $64.67 $1,478 - $1,616	25 Added 0.38%	6,558 $406,000
Q4 2022 Feb 06, 2023	BUY	$52.01 - $61.21 $2,704 - $3,182	52 Added 0.8%	6,533 $389,000
Q3 2022 Nov 08, 2022	BUY	$52.04 - $61.21 $3,070 - $3,611	59 Added 0.92%	6,481 $337,000
Q2 2022 Aug 11, 2022	SELL	$58.27 - $68.4 $224,456 - $263,476	-3,852 Reduced 37.49%	6,422 $378,000
Q1 2022 Apr 20, 2022	BUY	$62.99 - $70.99 $1,322 - $1,490	21 Added 0.2%	10,274 $695,000
Q4 2021 Feb 07, 2022	BUY	$64.49 - $68.81 $4,256 - $4,541	66 Added 0.65%	10,253 $689,000
Q3 2021 Dec 10, 2021	BUY	$65.1 - $69.1 $7,226 - $7,670	111 Added 1.1%	10,187 $673,000
Q2 2021 Aug 12, 2021	BUY	$65.89 - $71.1 $7,906 - $8,532	120 Added 1.21%	10,076 $685,000
Q1 2021 May 14, 2021	BUY	$61.08 - $66.71 $3,420 - $3,735	56 Added 0.57%	9,956 $652,000
Q4 2020 Feb 16, 2021	BUY	$50.66 - $61.67 $501,533 - $610,533	9,900 New	9,900 $602,000

Others Institutions Holding VYMI

# of Institutions

605

Shares Held

53M

Call Options Held

2.9K

Put Options Held

1.2K

View Full List

About VANGUARD WHITEHALL FDS INTL HI

Ticker VYMI
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Sax Wealth Advisors, LLC Vanguard Whitehall Fds Intl Hi Transaction History