Strategic Wealth Partners, Ltd. Vanguard Whitehall Fds (Vangua Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 13,354 shares of VYM stock, worth $1.8 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

13,354

Previous 12,003 11.26%

Holding current value

$1.8 Million

Previous $1.54 Million 10.73%

% of portfolio

0.17%

Previous 0.16%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$126.68 - $134.74 $171,144 - $182,033	1,351 Added 11.26%	13,354 $1.7 Million
Q3 2024 Oct 08, 2024	SELL	$117.9 - $128.2 $51,876 - $56,407	-440 Reduced 3.54%	12,003 $1.54 Million
Q2 2024 Oct 08, 2024	SELL	$114.71 - $121.51 $37,280 - $39,490	-325 Reduced 2.55%	12,443 $1.48 Million
Q1 2024 May 20, 2024	SELL	$109.98 - $120.99 $3,409 - $3,750	-31 Reduced 0.24%	12,768 $1.54 Million
Q4 2023 May 20, 2024	BUY	$98.71 - $111.84 $90,517 - $102,557	917 Added 7.72%	12,799 $1.43 Million
Q3 2023 May 20, 2024	SELL	$103.32 - $110.34 $78,833 - $84,189	-763 Reduced 6.03%	11,882 $1.23 Million
Q2 2023 May 20, 2024	BUY	$101.36 - $107.68 $454,700 - $483,052	4,486 Added 54.98%	12,645 $1.34 Million
Q1 2023 Apr 24, 2023	BUY	$100.82 - $111.44 $29,943 - $33,097	297 Added 3.78%	8,159 $860,000
Q4 2022 Apr 24, 2023	BUY	$96.14 - $113.15 $47,685 - $56,122	496 Added 6.73%	7,862 $850,000
Q3 2022 Apr 24, 2023	SELL	$94.88 - $110.28 $4,364 - $5,072	-46 Reduced 0.62%	7,366 $0
Q2 2022 Aug 22, 2022	BUY	$99.2 - $114.57 $102,076 - $117,892	1,029 Added 16.12%	7,412 $754,000
Q1 2022 May 19, 2022	SELL	$107.24 - $115.01 $1,501 - $1,610	-14 Reduced 0.22%	6,383 $0
Q4 2021 Feb 11, 2022	SELL	$104.33 - $112.16 $2,503 - $2,691	-24 Reduced 0.37%	6,397 $0
Q3 2021 Nov 12, 2021	BUY	$102.3 - $108.36 $42,045 - $44,535	411 Added 6.84%	6,421 $664,000
Q1 2021 May 24, 2021	SELL	$90.4 - $101.83 $33,357 - $37,575	-369 Reduced 5.78%	6,010 $608,000
Q4 2020 Feb 18, 2021	SELL	$78.88 - $92.1 $11,043 - $12,894	-140 Reduced 2.15%	6,379 $584,000
Q3 2020 Nov 10, 2020	SELL	$77.57 - $85.18 $18,616 - $20,443	-240 Reduced 3.55%	6,519 $528,000
Q2 2020 Aug 11, 2020	SELL	$67.79 - $86.78 $299,631 - $383,567	-4,420 Reduced 39.54%	6,759 $532,000
Q4 2019 Jan 30, 2020	SELL	$85.84 - $94.47 $21,116 - $23,239	-246 Reduced 2.15%	11,179 $1.05 Million
Q3 2019 Oct 28, 2019	SELL	$88.2 - $89.75 $12,524 - $12,744	-142 Reduced 1.23%	11,425 $4.31 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-3,104 Reduced 21.16%	11,567 $1.01 Million
Q1 2019 May 14, 2019	SELL	N/A	-173 Reduced 1.17%	14,671 $1.27 Million
Q4 2018 Jan 24, 2019	BUY	N/A	114 Added 0.77%	14,844 $0
Q3 2018 Dec 06, 2018	SELL	N/A	-331 Reduced 2.2%	14,730 $1.28 Million
Q2 2018 Sep 04, 2018	SELL	N/A	-1,911 Reduced 11.26%	15,061 $1.25 Million
Q1 2018 Jul 13, 2018	BUY	N/A	16,972 New	16,972 $1.4 Million

Others Institutions Holding VYM

# of Institutions

1,938

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Strategic Wealth Partners, Ltd. Vanguard Whitehall Fds (Vangua Transaction History