Wealth Plan Investment Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,967 shares of VYM stock, worth $266,902. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,967

Previous 1,959 0.41%

Holding current value

$266,902

Previous $252,000 3.97%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$114.78 - $133.31 $918 - $1,066	8 Added 0.41%	1,967 $262,000
Q1 2025 May 09, 2025	BUY	$126.11 - $135.06 $1,008 - $1,080	8 Added 0.41%	1,959 $252,000
Q4 2024 Jan 30, 2025	BUY	$126.68 - $134.74 $5,067 - $5,389	40 Added 2.09%	1,951 $248,000
Q3 2024 Nov 05, 2024	BUY	$117.9 - $128.2 $225,306 - $244,990	1,911 New	1,911 $244,000
Q3 2023 Nov 09, 2023	BUY	$103.32 - $110.34 $219,761 - $234,693	2,127 Added 9247.83%	2,150 $222,000
Q2 2023 Aug 14, 2023	SELL	$101.36 - $107.68 $3.35 Million - $3.56 Million	-33,076 Reduced 99.93%	23 $2,000
Q2 2023 Jul 25, 2023	BUY	$101.36 - $107.68 $3.32 Million - $3.53 Million	32,790 Added 10611.65%	33,099 $3.51 Million
Q1 2023 May 08, 2023	SELL	$100.82 - $111.44 $218,174 - $241,156	-2,164 Reduced 87.51%	309 $32,000
Q4 2022 Feb 15, 2023	BUY	$96.14 - $113.15 $20,285 - $23,874	211 Added 9.33%	2,473 $267,000
Q3 2022 Dec 12, 2022	SELL	$94.88 - $110.28 $70,685 - $82,158	-745 Reduced 24.78%	2,262 $249,000
Q1 2022 Sep 07, 2022	BUY	$107.24 - $115.01 $322,470 - $345,835	3,007 New	3,007 $324,000

Others Institutions Holding VYM

# of Institutions

2,021

Shares Held

189M

Call Options Held

2.03M

Put Options Held

311K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Wealth Plan Investment Management, LLC Vanguard Whitehall Fds (Vangua Transaction History