Stonebridge Financial Planning Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Stonebridge Financial Planning Group, LLC

$254 Million
Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 15,767 shares of VYM stock, worth $2.22 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

15,767

Previous 15,767 -0.0%

Holding current value

$2.22 Million

Previous $2.1 Million 5.76%

% of portfolio

0.88%

Previous 0.92%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$114.78 - $133.31 $114,780 - $133,310	-1,000 Reduced 5.96%	15,767 $2.1 Million
Q4 2024 Feb 18, 2025	BUY	$126.68 - $134.74 $2.12 Million - $2.26 Million	16,767 New	16,767 $2.14 Million
Q1 2022 May 10, 2022	SELL	$107.24 - $115.01 $104,022 - $111,559	-970 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	$102.3 - $108.36 $42,966 - $45,511	-420 Reduced 30.22%	970 $107,000
Q2 2021 Jul 28, 2021	SELL	$101.6 - $107.95 $3,657 - $3,886	-36 Reduced 2.52%	1,390 $147,000

Q1 2021 May 06, 2021	SELL	$90.4 - $101.83 $8,949 - $10,081	-99 Reduced 6.49%	1,426 $146,000
Q4 2020 Jan 27, 2021	SELL	$78.88 - $92.1 $15,776 - $18,420	-200 Reduced 11.59%	1,525 $140,000
Q3 2020 Oct 26, 2020	SELL	$77.57 - $85.18 $11,635 - $12,777	-150 Reduced 8.0%	1,725 $145,000
Q4 2019 Feb 07, 2020	BUY	$85.84 - $94.47 $160,950 - $177,131	1,875 New	1,875 $176,000

Others Institutions Holding VYM

# of Institutions

2,097

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Account

Stonebridge Financial Planning Group, LLC Vanguard Whitehall Fds (Vangua Transaction History