Sfg Wealth Management, Llc. Vanguard Whitehall Fds (Vangua Transaction History

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 2,150 shares of VYM stock, worth $304,289. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,150

Previous 2,238 3.93%

Holding current value

$304,289

Previous $288,000 0.69%

% of portfolio

0.17%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$114.78 - $133.31 $10,100 - $11,731	-88 Reduced 3.93%	2,150 $286,000
Q1 2025 Apr 23, 2025	BUY	$126.11 - $135.06 $11,097 - $11,885	88 Added 4.09%	2,238 $288,000
Q3 2024 Oct 31, 2024	SELL	$117.9 - $128.2 $100,215 - $108,969	-850 Reduced 28.33%	2,150 $275,000
Q1 2023 Apr 11, 2023	SELL	$100.82 - $111.44 $110,901 - $122,584	-1,100 Reduced 26.83%	3,000 $316,000
Q4 2022 Jan 31, 2023	SELL	$96.14 - $113.15 $28,842 - $33,945	-300 Reduced 6.82%	4,100 $443,000
Q2 2022 Jul 13, 2022	SELL	$99.2 - $114.57 $99,200 - $114,570	-1,000 Reduced 18.52%	4,400 $447,000
Q1 2022 Apr 22, 2022	SELL	$107.24 - $115.01 $75,068 - $80,507	-700 Reduced 11.48%	5,400 $606,000
Q4 2021 Feb 14, 2022	BUY	$104.33 - $112.16 $636,413 - $684,176	6,100 New	6,100 $684,000

Others Institutions Holding VYM

# of Institutions

2,057

Shares Held

193M

Call Options Held

2.08M

Put Options Held

216K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Sfg Wealth Management, Llc. Vanguard Whitehall Fds (Vangua Transaction History