Wr Wealth Planners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 29 shares of VYM stock, worth $3,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 391 92.58%
Holding current value
$3,837
Previous $50,000 94.0%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$126.68 - $134.74 $45,858 - $48,775
-362 Reduced 92.58%
29 $3,000
Q3 2024

Oct 17, 2024
SELL
$117.9 - $128.2 $8,606 - $9,358
-73 Reduced 15.73%
391 $50,000
Q2 2024

Jul 31, 2024
SELL
$114.71 - $121.51 $458 - $486
-4 Reduced 0.85%
464 $55,000
Q1 2024

Jul 31, 2024
BUY
$109.98 - $120.99 $51,470 - $56,623
468 New
468 $56,000
Q3 2023

Aug 01, 2024
BUY
$103.32 - $110.34 $38,435 - $41,046
372 Added 69.14%
910 $94 Million
Q2 2023

Aug 01, 2024
BUY
$101.36 - $107.68 $7,500 - $7,968
74 Added 15.95%
538 $57.1 Million
Q1 2023

Aug 01, 2024
BUY
$100.82 - $111.44 $4,234 - $4,680
42 Added 9.05%
506 $53.4 Million
Q4 2022

Oct 10, 2024
BUY
$96.14 - $113.15 $288 - $339
3 Added 0.44%
687 $74.4 Million
Q3 2022

Oct 10, 2024
BUY
$94.88 - $110.28 $20,873 - $24,261
220 Added 47.41%
684 $64.9 Million
Q2 2022

Oct 17, 2024
BUY
$99.2 - $114.57 $10,019 - $11,571
101 Added 17.44%
680 $69.2 Million
Q1 2022

Oct 17, 2024
BUY
$107.24 - $115.01 $20,161 - $21,621
188 Added 48.08%
579 $65 Million

Others Institutions Holding VYM

# of Institutions
1,866
Shares Held
189M
Call Options Held
1.89M
Put Options Held
394K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email