A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,771 shares of VYM stock, worth $231,469. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,771
Previous 1,771 -0.0%
Holding current value
$231,469
Previous $210,000 8.1%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$114.71 - $121.51 $6,882 - $7,290
-60 Reduced 3.28%
1,771 $210,000
Q2 2023

Aug 09, 2023

BUY
$101.36 - $107.68 $57,167 - $60,731
564 Added 44.51%
1,831 $194,000
Q4 2022

Jan 27, 2023

SELL
$96.14 - $113.15 $32,591 - $38,357
-339 Reduced 21.11%
1,267 $0
Q2 2022

Aug 12, 2022

BUY
$99.2 - $114.57 $38,985 - $45,026
393 Added 32.4%
1,606 $163,000
Q4 2021

Feb 08, 2022

SELL
$104.33 - $112.16 $26,291 - $28,264
-252 Reduced 17.2%
1,213 $136,000
Q1 2021

May 10, 2021

BUY
$90.4 - $101.83 $22,780 - $25,661
252 Added 20.77%
1,465 $148,000
Q1 2020

May 11, 2020

SELL
$60.97 - $94.78 $13,962 - $21,704
-229 Reduced 15.88%
1,213 $86,000
Q4 2019

Feb 14, 2020

BUY
$85.84 - $94.47 $123,781 - $136,225
1,442 New
1,442 $135,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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