Mark Sheptoff Financial Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 10,514 shares of VYM stock, worth $1.48 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
10,514
Previous 10,364 1.45%
Holding current value
$1.48 Million
Previous $1.38 Million 7.24%
% of portfolio
0.75%
Previous 0.77%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$132.9 - $142.03 $19,935 - $21,304
150 Added 1.45%
10,514 $1.48 Million
Q1 2025

May 13, 2025
SELL
$126.11 - $135.06 $60,028 - $64,288
-476 Reduced 4.39%
10,364 $1.34 Million
Q4 2024

Feb 11, 2025
SELL
$126.68 - $134.74 $12,541 - $13,339
-99 Reduced 0.91%
10,840 $1.38 Million
Q3 2024

Nov 14, 2024
SELL
$117.9 - $128.2 $68,853 - $74,868
-584 Reduced 5.07%
10,939 $1.4 Million
Q2 2024

Aug 12, 2024
SELL
$114.71 - $121.51 $91,538 - $96,964
-798 Reduced 6.48%
11,523 $1.37 Million
Q1 2024

May 10, 2024
BUY
$109.98 - $120.99 $1.26 Million - $1.38 Million
11,416 Added 1261.44%
12,321 $1.49 Million
Q2 2022

Aug 11, 2022
SELL
$99.2 - $114.57 $42,656 - $49,265
-430 Reduced 32.21%
905 $92,000
Q3 2021

Nov 10, 2021
BUY
$102.3 - $108.36 $61,380 - $65,016
600 Added 81.63%
1,335 $138,000
Q2 2021

Aug 12, 2021
SELL
$101.6 - $107.95 $22,352 - $23,749
-220 Reduced 23.04%
735 $77,000
Q1 2020

May 07, 2020
SELL
$60.97 - $94.78 $100,600 - $156,387
-1,650 Reduced 63.34%
955 $68,000
Q4 2019

Feb 10, 2020
SELL
$85.84 - $94.47 $8,584 - $9,447
-100 Reduced 3.7%
2,605 $244,000
Q3 2019

Nov 12, 2019
SELL
$88.2 - $89.75 $251,370 - $255,787
-2,850 Reduced 51.31%
2,705 $240,000
Q2 2019

Aug 12, 2019
BUY
N/A
100 Added 1.83%
5,555 $485,000
Q1 2019

May 10, 2019
SELL
N/A
-300 Reduced 5.21%
5,455 $467,000
Q4 2018

Feb 11, 2019
BUY
N/A
100 Added 1.77%
5,755 $449,000
Q3 2018

Nov 13, 2018
BUY
N/A
140 Added 2.54%
5,655 $492,000
Q1 2018

May 08, 2018
BUY
N/A
200 Added 3.76%
5,515 $455,000
Q3 2017

Nov 09, 2017
BUY
N/A
5,315
5,315 $431,000

Others Institutions Holding VYM

# of Institutions
2,119
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
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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