Holistic Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History

Holistic Planning, LLC

$349 Billion
Q2 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Holistic Planning, LLC holds 45,941 shares of VYM stock, worth $6.22 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

45,941

Previous 41,723 10.11%

Holding current value

$6.22 Million

Previous $5.38 Billion 13.82%

% of portfolio

1.75%

Previous 1.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$114.78 - $133.31 $484,142 - $562,301	4,218 Added 10.11%	45,941 $6.12 Billion
Q1 2025 Apr 23, 2025	SELL	$126.11 - $135.06 $201,145 - $215,420	-1,595 Reduced 3.68%	41,723 $5.38 Billion
Q4 2024 Jan 24, 2025	BUY	$126.68 - $134.74 $309,859 - $329,574	2,446 Added 5.98%	43,318 $5.53 Billion
Q3 2024 Nov 01, 2024	BUY	$117.9 - $128.2 $3.51 Million - $3.82 Million	29,795 Added 268.98%	40,872 $5.24 Billion
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

2,015

Shares Held

184M

Call Options Held

2.03M

Put Options Held

206K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Holistic Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History