A detailed history of Plan Group Financial, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Plan Group Financial, LLC holds 1,736 shares of VYM stock, worth $244,793. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,736
Previous 1,716 1.17%
Holding current value
$244,793
Previous $228,000 7.02%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 27, 2025

BUY
$132.9 - $142.03 $2,658 - $2,840
20 Added 1.17%
1,736 $244,000
Q2 2025

Aug 13, 2025

SELL
$114.78 - $133.31 $459 - $533
-4 Reduced 0.23%
1,716 $228,000
Q1 2025

May 09, 2025

BUY
$126.11 - $135.06 $216,909 - $232,303
1,720 New
1,720 $221,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.