Phillips Wealth Planners LLC Vanguard Whitehall Fds (Vangua Transaction History

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025

A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,129 shares of VYM stock, worth $300,210. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,129
Previous 2,302 7.52%
Holding current value
$300,210
Previous $310 Million 3.03%
% of portfolio
0.25%
Previous 0.28%

Shares

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

Nov 07, 2025
SELL
$132.9 - $142.03 $22,991 - $24,571
-173 Reduced 7.52%
2,129 $301 Million
Q2 2025

Jul 11, 2025
SELL
$114.78 - $133.31 $6,312 - $7,332
-55 Reduced 2.33%
2,302 $310 Million
Q1 2025

Apr 23, 2025
SELL
$126.11 - $135.06 $6,683 - $7,158
-53 Reduced 2.2%
2,357 $285 Million
Q4 2024

Jan 17, 2025
SELL
$126.68 - $134.74 $28,883 - $30,720
-228 Reduced 8.64%
2,410 $304 Million
Q3 2024

Oct 28, 2024
SELL
$117.9 - $128.2 $4,598 - $4,999
-39 Reduced 1.46%
2,638 $346 Million
Q2 2024

Aug 02, 2024
SELL
$114.71 - $121.51 $5,161 - $5,467
-45 Reduced 1.65%
2,677 $321 Million
Q1 2024

Apr 29, 2024
SELL
$109.98 - $120.99 $19,246 - $21,173
-175 Reduced 6.04%
2,722 $313 Million
Q4 2023

Feb 12, 2024
BUY
$98.71 - $111.84 $789 - $894
8 Added 0.28%
2,897 $320 Million
Q3 2023

Oct 30, 2023
BUY
$103.32 - $110.34 $103 - $110
1 Added 0.03%
2,889 $295 Million
Q2 2023

Jul 26, 2023
BUY
$101.36 - $107.68 $2,331 - $2,476
23 Added 0.8%
2,888 $306 Million
Q1 2023

May 15, 2023
SELL
$100.82 - $111.44 $8,065 - $8,915
-80 Reduced 2.72%
2,865 $306 Million
Q4 2022

Feb 14, 2023
BUY
$96.14 - $113.15 $283,132 - $333,226
2,945 New
2,945 $327 Million

Others Institutions Holding VYM

# of Institutions
2,099
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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