Center For Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Center For Financial Planning, Inc.

$932 Million
Q3 2025

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,961 shares of VYM stock, worth $276,520. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,961

Previous 1,557 25.95%

Holding current value

$276,520

Previous $207,000 33.33%

% of portfolio

0.03%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$132.9 - $142.03 $53,691 - $57,380	404 Added 25.95%	1,961 $276,000
Q2 2025 Aug 04, 2025	SELL	$114.78 - $133.31 $24,562 - $28,528	-214 Reduced 12.08%	1,557 $207,000
Q2 2024 Jul 18, 2024	SELL	$114.71 - $121.51 $6,882 - $7,290	-60 Reduced 3.28%	1,771 $210,000
Q2 2023 Aug 09, 2023	BUY	$101.36 - $107.68 $57,167 - $60,731	564 Added 44.51%	1,831 $194,000
Q4 2022 Jan 27, 2023	SELL	$96.14 - $113.15 $32,591 - $38,357	-339 Reduced 21.11%	1,267 $0

Q2 2022 Aug 12, 2022	BUY	$99.2 - $114.57 $38,985 - $45,026	393 Added 32.4%	1,606 $163,000
Q4 2021 Feb 08, 2022	SELL	$104.33 - $112.16 $26,291 - $28,264	-252 Reduced 17.2%	1,213 $136,000
Q1 2021 May 10, 2021	BUY	$90.4 - $101.83 $22,780 - $25,661	252 Added 20.77%	1,465 $148,000
Q1 2020 May 11, 2020	SELL	$60.97 - $94.78 $13,962 - $21,704	-229 Reduced 15.88%	1,213 $86,000
Q4 2019 Feb 14, 2020	BUY	$85.84 - $94.47 $123,781 - $136,225	1,442 New	1,442 $135,000

Others Institutions Holding VYM

# of Institutions

2,099

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Center For Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History