Capital Planning Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Capital Planning Advisors, LLC

  • $555 Million
  • Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 5,437 shares of VYM stock, worth $644,665. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,437
Previous 6,003 9.43%
Holding current value
$644,665
Previous $670,000 1.94%
% of portfolio
0.12%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$109.98 - $120.99 $62,248 - $68,480
-566 Reduced 9.43%
5,437 $657,000
Q3 2023

Oct 30, 2023
SELL
$103.32 - $110.34 $316,882 - $338,412
-3,067 Reduced 33.81%
6,003 $620,000
Q2 2023

Aug 01, 2023
BUY
$101.36 - $107.68 $919,335 - $976,657
9,070 New
9,070 $962,000
Q3 2018

Nov 14, 2018
SELL
N/A
-4,441 Closed
0 $0
Q2 2018

Aug 08, 2018
SELL
N/A
-1,891 Reduced 29.86%
4,441 $369,000
Q1 2018

May 15, 2018
BUY
N/A
2,086 Added 49.13%
6,332 $522,000
Q4 2017

Feb 08, 2018
SELL
N/A
-520 Reduced 10.91%
4,246 $364,000
Q3 2017

Nov 09, 2017
BUY
N/A
4,766
4,766 $386,000

Others Institutions Holding VYM

# of Institutions
1,705
Shares Held
174M
Call Options Held
1.76M
Put Options Held
464K
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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