Strategic Financial Concepts, LLC Vanguard Whitehall Fds (Vangua Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 2,656 shares of VYM stock, worth $375,903. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,656
Previous 5,748 53.79%
Holding current value
$375,903
Previous $741 Million 52.24%
% of portfolio
0.05%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$114.78 - $133.31 $354,899 - $412,194
-3,092 Reduced 53.79%
2,656 $354 Million
Q1 2025

Apr 28, 2025
SELL
$126.11 - $135.06 $6,936 - $7,428
-55 Reduced 0.95%
5,748 $741 Million
Q4 2024

Jan 30, 2025
SELL
$126.68 - $134.74 $48.6 Million - $51.7 Million
-383,444 Reduced 98.51%
5,803 $740 Million
Q4 2024

Jan 27, 2025
BUY
$126.68 - $134.74 $48.9 Million - $52 Million
386,294 Added 13081.41%
389,247 $740 Million
Q3 2024

Nov 12, 2024
SELL
$117.9 - $128.2 $42.8 Million - $46.5 Million
-362,972 Reduced 99.19%
2,953 $379 Million
Q2 2024

Aug 06, 2024
BUY
$114.71 - $121.51 $41.3 Million - $43.8 Million
360,192 Added 6282.78%
365,925 $338 Million
Q1 2024

Apr 22, 2024
BUY
$109.98 - $120.99 $301,015 - $331,149
2,737 Added 91.36%
5,733 $694 Million
Q4 2023

Jan 18, 2024
SELL
$98.71 - $111.84 $302,940 - $343,236
-3,069 Reduced 50.6%
2,996 $334 Million
Q3 2023

Nov 07, 2023
SELL
$103.32 - $110.34 $18,184 - $19,419
-176 Reduced 2.82%
6,065 $627 Million
Q2 2023

Sep 06, 2023
BUY
$101.36 - $107.68 $7,906 - $8,399
78 Added 1.27%
6,241 $662 Million
Q1 2023

Sep 06, 2023
BUY
$100.82 - $111.44 $621,353 - $686,804
6,163 New
6,163 $650 Million

Others Institutions Holding VYM

# of Institutions
2,061
Shares Held
195M
Call Options Held
2.08M
Put Options Held
216K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email