Trinity Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Trinity Financial Advisors LLC

  • $279 Million
  • Q1 2025

A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 47,657 shares of VYM stock, worth $6.18 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
47,657
Previous 24,639 93.42%
Holding current value
$6.18 Million
Previous $3.14 Million 95.58%
% of portfolio
2.2%
Previous 0.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 19, 2025
BUY
$126.11 - $135.06 $2.9 Million - $3.11 Million
23,018 Added 93.42%
47,657 $6.15 Million
Q1 2025

Apr 15, 2025
SELL
$126.11 - $135.06 $2.93 Million - $3.14 Million
-23,253 Reduced 48.55%
24,639 $3.14 Million
Q4 2024

Jan 10, 2025
SELL
$126.68 - $134.74 $110,464 - $117,493
-872 Reduced 1.79%
47,892 $6.11 Million
Q3 2024

Oct 03, 2024
SELL
$117.9 - $128.2 $657,764 - $715,227
-5,579 Reduced 10.27%
48,764 $6.25 Million
Q2 2024

Jul 10, 2024
BUY
$114.71 - $121.51 $88,441 - $93,684
771 Added 1.44%
54,343 $6.45 Million
Q1 2024

Apr 17, 2024
SELL
$109.98 - $120.99 $504,918 - $555,465
-4,591 Reduced 7.89%
53,572 $6.48 Million
Q4 2023

Feb 05, 2024
BUY
$98.71 - $111.84 $5.74 Million - $6.5 Million
58,163 New
58,163 $6.49 Million
Q1 2023

Apr 10, 2023
BUY
$100.82 - $111.44 $93,560 - $103,416
928 Added 30.81%
3,940 $415,000
Q4 2022

Jan 20, 2023
BUY
$96.14 - $113.15 $31,630 - $37,226
329 Added 12.26%
3,012 $0
Q3 2022

Oct 24, 2022
BUY
$94.88 - $110.28 $254,563 - $295,881
2,683 New
2,683 $255,000

Others Institutions Holding VYM

# of Institutions
2,002
Shares Held
186M
Call Options Held
2.03M
Put Options Held
311K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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