Cornerstone Planning Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,072 shares of VYM stock, worth $141,847. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,072

Previous 2,454 56.32%

Holding current value

$141,847

Previous $315 Million 54.92%

% of portfolio

0.03%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$126.68 - $134.74 $175,071 - $186,210	-1,382 Reduced 56.32%	1,072 $142 Million
Q3 2024 Nov 05, 2024	SELL	$117.9 - $128.2 $2,829 - $3,076	-24 Reduced 0.97%	2,454 $315 Million
Q2 2024 Aug 13, 2024	BUY	$114.71 - $121.51 $6,882 - $7,290	60 Added 2.48%	2,478 $292 Million
Q1 2024 May 07, 2024	BUY	$109.98 - $120.99 $1,209 - $1,330	11 Added 0.46%	2,418 $283 Million
Q4 2023 Feb 12, 2024	BUY	$98.71 - $111.84 $1,974 - $2,236	20 Added 0.84%	2,407 $269 Million
Q3 2023 Nov 08, 2023	SELL	$103.32 - $110.34 $7,335 - $7,834	-71 Reduced 2.89%	2,387 $247 Million
Q2 2023 Aug 15, 2023	SELL	$101.36 - $107.68 $14,393 - $15,290	-142 Reduced 5.46%	2,458 $261 Million
Q4 2022 Feb 14, 2023	BUY	$96.14 - $113.15 $249,964 - $294,190	2,600 New	2,600 $280 Million

Others Institutions Holding VYM

# of Institutions

1,866

Shares Held

189M

Call Options Held

1.89M

Put Options Held

394K

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About VANGUARD WHITEHALL FDS (VANGUA

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Cornerstone Planning Group LLC Vanguard Whitehall Fds (Vangua Transaction History