Wealth Plan Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,932 shares of VYM stock, worth $394,647. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,932
Previous 2,737 7.12%
Holding current value
$394,647
Previous $351 Million 6.62%
% of portfolio
0.05%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$126.68 - $134.74 $24,702 - $26,274
195 Added 7.12%
2,932 $374 Million
Q3 2024

Nov 05, 2024
BUY
$117.9 - $128.2 $322,692 - $350,883
2,737 New
2,737 $351 Million
Q3 2023

Nov 01, 2023
BUY
$103.32 - $110.34 $33,269 - $35,529
322 Added 17.61%
2,150 $222 Million
Q2 2023

Jul 31, 2023
SELL
$101.36 - $107.68 $35,171 - $37,364
-347 Reduced 15.95%
1,828 $194 Million
Q1 2023

May 10, 2023
SELL
$100.82 - $111.44 $30,044 - $33,209
-298 Reduced 12.05%
2,175 $229 Million
Q4 2022

Feb 16, 2023
SELL
$96.14 - $113.15 $51,338 - $60,422
-534 Reduced 17.76%
2,473 $273 Million
Q1 2022

May 03, 2022
BUY
$107.24 - $115.01 $68,526 - $73,491
639 Added 26.98%
3,007 $324,000
Q4 2021

Feb 01, 2022
BUY
$104.33 - $112.16 $3,129 - $3,364
30 Added 1.28%
2,368 $264,000
Q3 2021

Dec 09, 2021
SELL
$102.3 - $108.36 $4,194 - $4,442
-41 Reduced 1.72%
2,338 $0
Q1 2021

May 11, 2021
SELL
$90.4 - $101.83 $9,853 - $11,099
-109 Reduced 4.38%
2,379 $250,000
Q4 2020

Feb 09, 2021
BUY
$78.88 - $92.1 $78 - $92
1 Added 0.04%
2,488 $234,000
Q3 2020

Dec 18, 2020
SELL
$77.57 - $85.18 $57,013 - $62,607
-735 Reduced 22.81%
2,487 $215,000
Q2 2020

Aug 19, 2020
SELL
$67.79 - $86.78 $1,559 - $1,995
-23 Reduced 0.71%
3,222 $270,000
Q1 2020

May 15, 2020
SELL
$60.97 - $94.78 $11,157 - $17,344
-183 Reduced 5.34%
3,245 $243,000
Q4 2019

Feb 14, 2020
BUY
$85.84 - $94.47 $13,562 - $14,926
158 Added 4.83%
3,428 $324,000
Q3 2019

Nov 15, 2019
BUY
$88.2 - $89.75 $88 - $89
1 Added 0.03%
3,270 $298,000
Q2 2019

Aug 19, 2019
SELL
N/A
-721 Reduced 18.07%
3,269 $282,000
Q1 2019

May 16, 2019
SELL
N/A
-5 Reduced 0.13%
3,990 $341,000
Q3 2018

Nov 21, 2018
BUY
N/A
636 Added 18.93%
3,995 $333,000
Q2 2018

Aug 16, 2018
SELL
N/A
-281 Reduced 7.72%
3,359 $279,000
Q1 2018

May 16, 2018
BUY
N/A
3,640 New
3,640 $300,000

Others Institutions Holding VYM

# of Institutions
1,935
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
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 Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email