Keystone Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Keystone Financial Planning, Inc.

$314 Million
Q4 2024

A detailed history of Keystone Financial Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 21,889 shares of VYM stock, worth $2.91 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

21,889

Previous 23,133 5.38%

Holding current value

$2.91 Million

Previous $2.97 Million 5.83%

% of portfolio

0.89%

Previous 0.9%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$126.68 - $134.74 $157,589 - $167,616	-1,244 Reduced 5.38%	21,889 $2.79 Million
Q3 2024 Oct 28, 2024	SELL	$117.9 - $128.2 $219,883 - $239,092	-1,865 Reduced 7.46%	23,133 $2.97 Million
Q2 2024 Jul 10, 2024	SELL	$114.71 - $121.51 $47,145 - $49,940	-411 Reduced 1.62%	24,998 $2.96 Million
Q1 2024 Apr 10, 2024	SELL	$109.98 - $120.99 $168,709 - $185,598	-1,534 Reduced 5.69%	25,409 $3.07 Million
Q4 2023 Jan 12, 2024	BUY	$98.71 - $111.84 $176,197 - $199,634	1,785 Added 7.1%	26,943 $3.01 Million
Q3 2023 Oct 10, 2023	SELL	$103.32 - $110.34 $17,151 - $18,316	-166 Reduced 0.66%	25,158 $2.6 Million
Q2 2023 Jul 11, 2023	BUY	$101.36 - $107.68 $23,211 - $24,658	229 Added 0.91%	25,324 $2.69 Million
Q1 2023 Apr 21, 2023	SELL	$100.82 - $111.44 $48,191 - $53,268	-478 Reduced 1.87%	25,095 $2.65 Million
Q4 2022 Jan 30, 2023	SELL	$96.14 - $113.15 $12,017 - $14,143	-125 Reduced 0.49%	25,573 $2.77 Million
Q3 2022 Oct 12, 2022	BUY	$94.88 - $110.28 $25,807 - $29,996	272 Added 1.07%	25,698 $2.44 Million
Q2 2022 Jul 19, 2022	SELL	$99.2 - $114.57 $51,683 - $59,690	-521 Reduced 2.01%	25,426 $2.59 Million
Q1 2022 Apr 28, 2022	SELL	$107.24 - $115.01 $73,781 - $79,126	-688 Reduced 2.58%	25,947 $2.91 Million
Q4 2021 Feb 09, 2022	SELL	$104.33 - $112.16 $39,541 - $42,508	-379 Reduced 1.4%	26,635 $2.99 Million
Q3 2021 Oct 15, 2021	SELL	$102.3 - $108.36 $190,789 - $202,091	-1,865 Reduced 6.46%	27,014 $2.79 Million
Q2 2021 Aug 13, 2021	SELL	$101.6 - $107.95 $128,117 - $136,124	-1,261 Reduced 4.18%	28,879 $3.03 Million
Q1 2021 May 07, 2021	SELL	$90.4 - $101.83 $5.16 Million - $5.81 Million	-57,041 Reduced 65.43%	30,140 $3.05 Million
Q4 2020 Feb 04, 2021	SELL	$78.88 - $92.1 $300,453 - $350,808	-3,809 Reduced 4.19%	87,181 $7.98 Million
Q3 2020 Nov 05, 2020	SELL	$77.57 - $85.18 $793,230 - $871,050	-10,226 Reduced 10.1%	90,990 $7.36 Million
Q2 2020 Jul 27, 2020	SELL	$67.79 - $86.78 $132,529 - $169,654	-1,955 Reduced 1.89%	101,216 $7.97 Million
Q1 2020 May 05, 2020	SELL	$60.97 - $94.78 $85,479 - $132,881	-1,402 Reduced 1.34%	103,171 $7.3 Million
Q4 2019 Feb 06, 2020	BUY	$85.84 - $94.47 $122,064 - $134,336	1,422 Added 1.38%	104,573 $9.8 Million
Q3 2019 Oct 08, 2019	SELL	$88.2 - $89.75 $11,113 - $11,308	-126 Reduced 0.12%	103,151 $9.15 Million
Q2 2019 Aug 05, 2019	BUY	N/A	537 Added 0.52%	103,277 $9.02 Million
Q1 2019 May 15, 2019	BUY	N/A	3,664 Added 3.7%	102,740 $8.8 Million
Q4 2018 Feb 05, 2019	BUY	N/A	1,479 Added 1.52%	99,076 $7.73 Million
Q3 2018 Nov 02, 2018	BUY	N/A	821 Added 0.85%	97,597 $8.5 Million
Q2 2018 Aug 06, 2018	SELL	N/A	-1,591 Reduced 1.62%	96,776 $8.04 Million
Q1 2018 May 01, 2018	SELL	N/A	-577 Reduced 0.58%	98,367 $8.11 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-4,748 Reduced 4.58%	98,944 $8.47 Million
Q3 2017 Nov 08, 2017	BUY	N/A	103,692	103,692 $8.41 Million

Others Institutions Holding VYM

# of Institutions

1,807

Shares Held

180M

Call Options Held

1.89M

Put Options Held

525K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Keystone Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History