Holistic Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 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 41,723 shares of VYM stock, worth $5.19 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
41,723
Previous 43,318 3.68%
Holding current value
$5.19 Million
Previous $5.53 Billion 2.65%
% of portfolio
1.82%
Previous 2.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,988
Shares Held
184M
Call Options Held
843K
Put Options Held
340K
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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