Winthrop Advisory Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Winthrop Advisory Group LLC

$828 Million
Q1 2025

A detailed history of Winthrop Advisory Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 7,101 shares of VYM stock, worth $883,364. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,101

Previous 7,776 8.68%

Holding current value

$883,364

Previous $992,000 8.77%

% of portfolio

0.11%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$126.11 - $135.06 $85,124 - $91,165	-675 Reduced 8.68%	7,101 $905,000
Q4 2024 Jan 13, 2025	BUY	$126.68 - $134.74 $110,591 - $117,628	873 Added 12.65%	7,776 $992,000
Q3 2024 Oct 31, 2024	BUY	$117.9 - $128.2 $943 - $1,025	8 Added 0.12%	6,903 $884,000
Q2 2024 Jul 18, 2024	BUY	$114.71 - $121.51 $1,032 - $1,093	9 Added 0.13%	6,895 $817,000
Q1 2024 Apr 17, 2024	BUY	$109.98 - $120.99 $659 - $725	6 Added 0.09%	6,886 $833,000
Q4 2023 Jan 10, 2024	BUY	$98.71 - $111.84 $3,356 - $3,802	34 Added 0.5%	6,880 $768,000
Q3 2023 Nov 03, 2023	BUY	$103.32 - $110.34 $9,195 - $9,820	89 Added 1.32%	6,846 $707,000
Q2 2023 Aug 02, 2023	BUY	$101.36 - $107.68 $50,578 - $53,732	499 Added 7.97%	6,757 $716,000
Q1 2023 Apr 17, 2023	BUY	$100.82 - $111.44 $65,633 - $72,547	651 Added 11.61%	6,258 $660,000
Q4 2022 Aug 03, 2023	SELL	$96.14 - $113.15 $110,561 - $130,122	-1,150 Reduced 17.02%	5,607 $606,000
Q4 2022 Jan 18, 2023	BUY	$96.14 - $113.15 $116,137 - $136,685	1,208 Added 27.46%	5,607 $607,000
Q3 2022 Nov 04, 2022	BUY	$94.88 - $110.28 $417,377 - $485,121	4,399 New	4,399 $417,000
Q1 2020 Apr 17, 2020	SELL	$60.97 - $94.78 $360,881 - $561,002	-5,919 Closed	0 $0
Q4 2019 Jan 06, 2020	BUY	$85.84 - $94.47 $61,032 - $67,168	711 Added 13.65%	5,919 $555,000
Q3 2019 Oct 10, 2019	BUY	$88.2 - $89.75 $459,345 - $467,418	5,208 New	5,208 $462,000

Others Institutions Holding VYM

# of Institutions

1,984

Shares Held

184M

Call Options Held

843K

Put Options Held

340K

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About VANGUARD WHITEHALL FDS (VANGUA

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Winthrop Advisory Group LLC Vanguard Whitehall Fds (Vangua Transaction History