A detailed history of Financial Planning & Information Services, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 214,569 shares of VYM stock, worth $28.1 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
214,569
Previous 185,019 15.97%
Holding current value
$28.1 Million
Previous $21.9 Million 25.36%
% of portfolio
3.79%
Previous 3.35%

Shares

43 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$117.9 - $128.2 $3.48 Million - $3.79 Million
29,550 Added 15.97%
214,569 $27.5 Million
Q2 2024

Aug 13, 2024

SELL
$114.71 - $121.51 $2.57 Million - $2.72 Million
-22,391 Reduced 10.8%
185,019 $21.9 Million
Q1 2024

May 14, 2024

BUY
$109.98 - $120.99 $1.35 Million - $1.48 Million
12,250 Added 6.28%
207,410 $25.1 Million
Q3 2023

Nov 14, 2023

BUY
$103.32 - $110.34 $396,438 - $423,374
3,837 Added 2.01%
195,160 $20.2 Million
Q2 2023

Aug 11, 2023

BUY
$101.36 - $107.68 $97,913 - $104,018
966 Added 0.51%
191,323 $20.3 Million
Q1 2023

May 02, 2023

BUY
$100.82 - $111.44 $163,630 - $180,867
1,623 Added 0.86%
190,357 $20.1 Million
Q4 2022

Feb 13, 2023

SELL
$96.14 - $113.15 $292,361 - $344,089
-3,041 Reduced 1.59%
188,734 $20.4 Million
Q3 2022

Oct 25, 2022

BUY
$94.88 - $110.28 $476,677 - $554,046
5,024 Added 2.69%
191,775 $18.2 Million
Q2 2022

Jul 19, 2022

SELL
$99.2 - $114.57 $717,216 - $828,341
-7,230 Reduced 3.73%
186,751 $19 Million
Q1 2022

Apr 19, 2022

SELL
$107.24 - $115.01 $275,499 - $295,460
-2,569 Reduced 1.31%
193,981 $21.8 Million
Q4 2021

Feb 02, 2022

SELL
$104.33 - $112.16 $236,620 - $254,378
-2,268 Reduced 1.14%
196,550 $22 Million
Q3 2021

Oct 13, 2021

BUY
$102.3 - $108.36 $1.42 Million - $1.51 Million
13,897 Added 7.52%
198,818 $20.5 Million
Q2 2021

Jul 29, 2021

SELL
$101.6 - $107.95 $326,542 - $346,951
-3,214 Reduced 1.71%
184,921 $19.4 Million
Q1 2021

Apr 20, 2021

BUY
$90.4 - $101.83 $756,557 - $852,215
8,369 Added 4.66%
188,135 $19 Million
Q4 2020

Feb 08, 2021

BUY
$78.88 - $92.1 $2.86 Million - $3.34 Million
36,221 Added 25.23%
179,766 $16.5 Million
Q3 2020

May 24, 2021

BUY
$77.57 - $85.18 $2.95 Million - $3.24 Million
38,040 Added 36.06%
143,545 $11.6 Million
Q2 2020

May 24, 2021

BUY
$67.79 - $86.78 $364,371 - $466,442
5,375 Added 5.37%
105,505 $8.31 Million
Q1 2020

May 24, 2021

BUY
$60.97 - $94.78 $229,795 - $357,225
3,769 Added 3.91%
100,130 $7.08 Million
Q4 2019

May 24, 2021

SELL
$85.84 - $94.47 $349,626 - $384,776
-4,073 Reduced 4.06%
96,361 $9.03 Million
Q3 2019

May 24, 2021

SELL
$88.2 - $89.75 $485,364 - $493,894
-5,503 Reduced 5.19%
100,434 $8.91 Million
Q2 2019

May 24, 2021

SELL
N/A
-10,376 Reduced 8.92%
105,937 $9.26 Million
Q1 2019

May 24, 2021

SELL
N/A
-8,821 Reduced 7.05%
116,313 $9.96 Million
Q4 2018

May 24, 2021

SELL
N/A
-13,676 Reduced 9.85%
125,134 $9.76 Million
Q3 2018

May 24, 2021

SELL
N/A
-3,517 Reduced 2.47%
138,810 $12.1 Million
Q2 2018

May 24, 2021

BUY
N/A
697 Added 0.49%
142,327 $11.8 Million
Q1 2018

May 24, 2021

SELL
N/A
-3,157 Reduced 2.18%
141,630 $11.7 Million
Q4 2017

May 24, 2021

SELL
N/A
-23 Reduced 0.02%
144,787 $12.4 Million
Q3 2017

May 24, 2021

BUY
N/A
1,434 Added 1.0%
144,810 $11.7 Million
Q2 2017

May 24, 2021

BUY
N/A
3,204 Added 2.29%
143,376 $11.2 Million
Q1 2017

May 24, 2021

BUY
N/A
2,457 Added 1.78%
140,172 $10.9 Million
Q4 2016

May 24, 2021

SELL
N/A
-291 Reduced 0.21%
137,715 $10.4 Million
Q3 2016

May 24, 2021

BUY
N/A
4,488 Added 3.36%
138,006 $9.96 Million
Q2 2016

May 24, 2021

BUY
N/A
7,203 Added 5.7%
133,518 $9.54 Million
Q1 2016

May 24, 2021

BUY
N/A
10,800 Added 9.35%
126,315 $8.72 Million
Q4 2015

May 24, 2021

SELL
N/A
-1,727 Reduced 1.47%
115,515 $7.71 Million
Q3 2015

May 24, 2021

BUY
N/A
1,531 Added 1.32%
117,242 $7.35 Million
Q2 2015

May 24, 2021

BUY
N/A
2,039 Added 1.79%
115,711 $7.79 Million
Q1 2015

May 24, 2021

BUY
N/A
4,201 Added 3.84%
113,672 $7.76 Million
Q4 2014

May 24, 2021

SELL
N/A
-711 Reduced 0.65%
109,471 $7.32 Million
Q3 2014

May 24, 2021

BUY
N/A
947 Added 0.87%
110,182 $7.32 Million
Q2 2014

May 24, 2021

SELL
N/A
-153 Reduced 0.14%
109,235 $7.24 Million
Q1 2014

May 24, 2021

BUY
N/A
3,434 Added 3.24%
109,388 $6.91 Million
Q4 2013

May 24, 2021

BUY
N/A
105,954
105,954 $6.6 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
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