Wealth Plan Investment Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,951 shares of VYM stock, worth $258,234. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,951
Previous 1,911 2.09%
Holding current value
$258,234
Previous $244,000 1.64%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 30, 2025
BUY
$126.68 - $134.74 $5,067 - $5,389
40 Added 2.09%
1,951 $248,000
Q3 2024

Nov 05, 2024
BUY
$117.9 - $128.2 $225,306 - $244,990
1,911 New
1,911 $244,000
Q3 2023

Nov 09, 2023
BUY
$103.32 - $110.34 $219,761 - $234,693
2,127 Added 9247.83%
2,150 $222,000
Q2 2023

Aug 14, 2023
SELL
$101.36 - $107.68 $3.35 Million - $3.56 Million
-33,076 Reduced 99.93%
23 $2,000
Q2 2023

Jul 25, 2023
BUY
$101.36 - $107.68 $3.32 Million - $3.53 Million
32,790 Added 10611.65%
33,099 $3.51 Million
Q1 2023

May 08, 2023
SELL
$100.82 - $111.44 $218,174 - $241,156
-2,164 Reduced 87.51%
309 $32,000
Q4 2022

Feb 15, 2023
BUY
$96.14 - $113.15 $20,285 - $23,874
211 Added 9.33%
2,473 $267,000
Q3 2022

Dec 12, 2022
SELL
$94.88 - $110.28 $70,685 - $82,158
-745 Reduced 24.78%
2,262 $249,000
Q1 2022

Sep 07, 2022
BUY
$107.24 - $115.01 $322,470 - $345,835
3,007 New
3,007 $324,000

Others Institutions Holding VYM

# of Institutions
1,837
Shares Held
181M
Call Options Held
1.89M
Put Options Held
525K
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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