Holistic Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Holistic Planning, LLC holds 11,077 shares of VYM stock, worth $1.43 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
11,077
Previous 11,077 -0.0%
Holding current value
$1.43 Million
Previous $1.34 Billion -0.0%
% of portfolio
1.03%
Previous 1.02%

Shares

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

May 01, 2024
SELL
$109.98 - $120.99 $16,277 - $17,906
-148 Reduced 1.32%
11,077 $1.34 Billion
Q4 2023

Feb 14, 2024
BUY
$98.71 - $111.84 $1.11 Million - $1.26 Million
11,225 New
11,225 $1.25 Billion

Others Institutions Holding VYM

# of Institutions
1,721
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email