Wealth Architects, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

A detailed history of Wealth Architects, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Architects, LLC holds 2,529 shares of VYM stock, worth $338,304. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,529

Previous 2,528 0.04%

Holding current value

$338,304

Previous $324,000 0.62%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$126.68 - $134.74 $126 - $134	1 Added 0.04%	2,529 $322,000
Q2 2024 Aug 08, 2024	BUY	$114.71 - $121.51 $114 - $121	1 Added 0.04%	2,528 $299,000
Q1 2024 May 13, 2024	BUY	$109.98 - $120.99 $109 - $120	1 Added 0.04%	2,527 $305,000
Q4 2023 Feb 14, 2024	BUY	$98.71 - $111.84 $98 - $111	1 Added 0.04%	2,526 $281,000
Q3 2023 Nov 09, 2023	SELL	$103.32 - $110.34 $6,819 - $7,282	-66 Reduced 2.55%	2,525 $260,000
Q2 2023 Aug 02, 2023	SELL	$101.36 - $107.68 $7,602 - $8,076	-75 Reduced 2.81%	2,591 $274,000
Q4 2022 Feb 09, 2023	BUY	$96.14 - $113.15 $96 - $113	1 Added 0.04%	2,666 $288,000
Q3 2022 Oct 24, 2022	SELL	$94.88 - $110.28 $15,085 - $17,534	-159 Reduced 5.63%	2,665 $253,000
Q2 2022 Jul 29, 2022	SELL	$99.2 - $114.57 $177,964 - $205,538	-1,794 Reduced 38.85%	2,824 $287,000
Q1 2022 May 17, 2022	BUY	$107.24 - $115.01 $259,842 - $278,669	2,423 Added 110.39%	4,618 $518,000
Q4 2021 Jan 19, 2022	SELL	$104.33 - $112.16 $2,503 - $2,691	-24 Reduced 1.08%	2,195 $246,000
Q3 2021 Nov 09, 2021	SELL	$102.3 - $108.36 $34,065 - $36,083	-333 Reduced 13.05%	2,219 $0
Q1 2021 Apr 29, 2021	SELL	$90.4 - $101.83 $60,568 - $68,226	-670 Reduced 20.79%	2,552 $258,000
Q4 2020 Jan 28, 2021	BUY	$78.88 - $92.1 $1,893 - $2,210	24 Added 0.75%	3,222 $295,000
Q3 2020 Nov 09, 2020	SELL	$77.57 - $85.18 $81,215 - $89,183	-1,047 Reduced 24.66%	3,198 $259,000
Q1 2020 Apr 23, 2020	SELL	$60.97 - $94.78 $17,376 - $27,012	-285 Reduced 6.29%	4,245 $300,000
Q4 2019 Jan 28, 2020	SELL	$85.84 - $94.47 $9,614 - $10,580	-112 Reduced 2.41%	4,530 $425,000
Q2 2019 Jul 12, 2019	SELL	N/A	-65 Reduced 1.38%	4,642 $406,000
Q4 2018 Jan 17, 2019	SELL	N/A	-185 Reduced 3.78%	4,707 $367,000
Q1 2018 Apr 13, 2018	SELL	N/A	-369 Reduced 7.01%	4,892 $404,000
Q4 2017 Jan 31, 2018	BUY	N/A	912 Added 20.97%	5,261 $450,000
Q3 2017 Nov 08, 2017	BUY	N/A	524 Added 13.7%	4,349 $353,000
Q2 2017 Aug 10, 2017	BUY	N/A	3,825	3,825 $298,000

Others Institutions Holding VYM

# of Institutions

1,914

Shares Held

195M

Call Options Held

1.72M

Put Options Held

312K

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About VANGUARD WHITEHALL FDS (VANGUA

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Wealth Architects, LLC Vanguard Whitehall Fds (Vangua Transaction History