Strategic Family Wealth Counselors, L.L.C. Vanguard Whitehall Fds (Vangua Transaction History

Strategic Family Wealth Counselors, L.L.C.

$260 Million
Q2 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 71,065 shares of VYM stock, worth $9.08 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares

71,065

Previous 68,817 3.27%

Holding current value

$9.08 Million

Previous $8.33 Million 1.23%

% of portfolio

3.24%

Previous 3.29%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$114.71 - $121.51 $257,868 - $273,154	2,248 Added 3.27%	71,065 $8.43 Million
Q1 2024 May 14, 2024	BUY	$109.98 - $120.99 $142,204 - $156,440	1,293 Added 1.91%	68,817 $8.33 Million
Q4 2023 Jan 29, 2024	SELL	$98.71 - $111.84 $103,053 - $116,760	-1,044 Reduced 1.52%	67,524 $7.54 Million
Q3 2023 Nov 13, 2023	BUY	$103.32 - $110.34 $70,670 - $75,472	684 Added 1.01%	68,568 $7.08 Million
Q2 2023 Aug 10, 2023	BUY	$101.36 - $107.68 $138,457 - $147,090	1,366 Added 2.05%	67,884 $7.2 Million
Q1 2023 May 15, 2023	BUY	$100.82 - $111.44 $633,250 - $699,954	6,281 Added 10.43%	66,518 $7.02 Million
Q4 2022 Jan 25, 2023	BUY	$96.14 - $113.15 $15,190 - $17,877	158 Added 0.26%	60,237 $0
Q3 2022 Nov 10, 2022	BUY	$94.88 - $110.28 $225,814 - $262,466	2,380 Added 4.12%	60,079 $5.7 Million
Q2 2022 Aug 11, 2022	BUY	$99.2 - $114.57 $153,164 - $176,896	1,544 Added 2.75%	57,699 $5.87 Million
Q1 2022 May 04, 2022	BUY	$107.24 - $115.01 $524,725 - $562,743	4,893 Added 9.55%	56,155 $6.3 Million
Q4 2021 Feb 08, 2022	BUY	$104.33 - $112.16 $167,866 - $180,465	1,609 Added 3.24%	51,262 $5.75 Million
Q3 2021 Nov 09, 2021	BUY	$102.3 - $108.36 $353,958 - $374,925	3,460 Added 7.49%	49,653 $5.13 Million
Q2 2021 Jul 29, 2021	BUY	$101.6 - $107.95 $173,329 - $184,162	1,706 Added 3.83%	46,193 $4.84 Million
Q1 2021 May 10, 2021	BUY	$90.4 - $101.83 $120,232 - $135,433	1,330 Added 3.08%	44,487 $4.5 Million
Q4 2020 Feb 16, 2021	BUY	$78.88 - $92.1 $49,773 - $58,115	631 Added 1.48%	43,157 $3.95 Million
Q3 2020 Oct 26, 2020	SELL	$77.57 - $85.18 $49,489 - $54,344	-638 Reduced 1.48%	42,526 $3.44 Million
Q2 2020 Jul 13, 2020	BUY	$67.79 - $86.78 $87,652 - $112,206	1,293 Added 3.09%	43,164 $3.4 Million
Q1 2020 Apr 16, 2020	SELL	$60.97 - $94.78 $176,752 - $274,767	-2,899 Reduced 6.48%	41,871 $2.96 Million
Q4 2019 Jan 17, 2020	SELL	$85.84 - $94.47 $81,204 - $89,368	-946 Reduced 2.07%	44,770 $4.2 Million
Q3 2019 Oct 17, 2019	BUY	$88.2 - $89.75 $134,946 - $137,317	1,530 Added 3.46%	45,716 $4.06 Million
Q2 2019 Jul 17, 2019	BUY	N/A	645 Added 1.48%	44,186 $3.86 Million
Q1 2019 Apr 26, 2019	BUY	N/A	6,525 Added 17.63%	43,541 $3.73 Million
Q4 2018 Jan 18, 2019	BUY	N/A	37,016 New	37,016 $2.89 Million

Others Institutions Holding VYM

# of Institutions

1,720

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Strategic Family Wealth Counselors, L.L.C. Vanguard Whitehall Fds (Vangua Transaction History