Phillips Wealth Planners LLC Vanguard Whitehall Fds (Vangua Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

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 2,638 shares of VYM stock, worth $336,424. This represents 0.33% of its overall portfolio holdings.

Number of Shares

2,638

Previous 2,677 1.46%

Holding current value

$336,424

Previous $321 Million 7.88%

% of portfolio

0.33%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,745

Shares Held

174M

Call Options Held

1.59M

Put Options Held

278K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Phillips Wealth Planners LLC Vanguard Whitehall Fds (Vangua Transaction History