Avantax Planning Partners, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 68,374 shares of VYM stock, worth $9.64 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
68,374
Previous 71,089 3.82%
Holding current value
$9.64 Million
Previous $9.48 Million 1.7%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Oct 31, 2025
SELL
$132.9 - $142.03 $360,823 - $385,611
-2,715 Reduced 3.82%
68,374 $9.64 Million
Q2 2025

Aug 11, 2025
BUY
$114.78 - $133.31 $217,852 - $253,022
1,898 Added 2.74%
71,089 $9.48 Million
Q1 2025

Apr 28, 2025
BUY
$126.11 - $135.06 $346,171 - $370,739
2,745 Added 4.13%
69,191 $8.92 Million
Q4 2024

Feb 07, 2025
SELL
$126.68 - $134.74 $144,161 - $153,334
-1,138 Reduced 1.68%
66,446 $8.48 Million
Q3 2024

Nov 13, 2024
SELL
$117.9 - $128.2 $13,204 - $14,358
-112 Reduced 0.17%
67,584 $8.66 Million
Q2 2024

Aug 09, 2024
SELL
$114.71 - $121.51 $114,939 - $121,753
-1,002 Reduced 1.46%
67,696 $8.03 Million
Q1 2024

May 02, 2024
SELL
$109.98 - $120.99 $19,796 - $21,778
-180 Reduced 0.26%
68,698 $8.31 Million
Q4 2023

Feb 09, 2024
SELL
$98.71 - $111.84 $79,264 - $89,807
-803 Reduced 1.15%
68,878 $7.69 Million
Q3 2023

Nov 03, 2023
SELL
$103.32 - $110.34 $49,696 - $53,073
-481 Reduced 0.69%
69,681 $7.2 Million
Q2 2023

Jul 17, 2023
SELL
$101.36 - $107.68 $35,780 - $38,011
-353 Reduced 0.5%
70,162 $7.44 Million
Q1 2023

Apr 20, 2023
SELL
$100.82 - $111.44 $6,754 - $7,466
-67 Reduced 0.09%
70,515 $7.44 Million
Q4 2022

Feb 09, 2023
BUY
$96.14 - $113.15 $919,290 - $1.08 Million
9,562 Added 15.67%
70,582 $7.64 Million
Q3 2022

Oct 14, 2022
BUY
$94.88 - $110.28 $4.78 Million - $5.55 Million
50,368 Added 472.85%
61,020 $5.79 Million
Q2 2022

Jul 18, 2022
BUY
$99.2 - $114.57 $816,912 - $943,483
8,235 Added 340.71%
10,652 $1.08 Million
Q1 2022

May 09, 2022
SELL
$107.24 - $115.01 $310,030 - $332,493
-2,891 Reduced 54.46%
2,417 $271,000
Q4 2021

Jan 28, 2022
BUY
$104.33 - $112.16 $43,609 - $46,882
418 Added 8.55%
5,308 $595,000
Q3 2021

Oct 27, 2021
SELL
$102.3 - $108.36 $48,387 - $51,254
-473 Reduced 8.82%
4,890 $505,000
Q2 2021

Aug 10, 2021
BUY
$101.6 - $107.95 $8,229 - $8,743
81 Added 1.53%
5,363 $562,000
Q1 2021

May 06, 2021
BUY
$90.4 - $101.83 $22,961 - $25,864
254 Added 5.05%
5,282 $534,000
Q4 2020

Feb 04, 2021
BUY
$78.88 - $92.1 $20,035 - $23,393
254 Added 5.32%
5,028 $460,000
Q3 2020

Oct 28, 2020
BUY
$77.57 - $85.18 $152,580 - $167,549
1,967 Added 70.07%
4,774 $386,000
Q2 2020

Jul 15, 2020
SELL
$67.79 - $86.78 $1.11 Million - $1.42 Million
-16,315 Reduced 85.32%
2,807 $221,000
Q1 2020

Apr 27, 2020
BUY
$60.97 - $94.78 $3,780 - $5,876
62 Added 0.33%
19,122 $1.35 Million
Q4 2019

Jan 15, 2020
SELL
$85.84 - $94.47 $772 - $850
-9 Reduced 0.05%
19,060 $1.79 Million
Q3 2019

Nov 08, 2019
BUY
$88.2 - $89.75 $44,011 - $44,785
499 Added 2.69%
19,069 $1.69 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-4,742 Reduced 20.34%
18,570 $1.64 Million
Q1 2019

May 08, 2019
SELL
N/A
-2,861 Reduced 10.93%
23,312 $2 Million
Q4 2018

Feb 14, 2019
BUY
N/A
24,872 Added 1911.76%
26,173 $2.04 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,301 New
1,301 $113,000
Q2 2018

Aug 13, 2018
SELL
N/A
-7,265 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
9 Added 0.12%
7,265 $599,000
Q4 2017

Feb 09, 2018
SELL
N/A
-13,509 Reduced 65.06%
7,256 $621,000
Q3 2017

Oct 19, 2017
BUY
N/A
20,765
20,765 $1.68 Million

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

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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