Life Steps Financial, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Life Steps Financial, Inc.

$123 Million
Q1 2025

A detailed history of Life Steps Financial, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Life Steps Financial, Inc. holds 29,647 shares of VYM stock, worth $3.69 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

29,647

Previous 30,399 2.47%

Holding current value

$3.69 Million

Previous $3.88 Million 1.42%

% of portfolio

3.11%

Previous 2.98%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$126.11 - $135.06 $94,834 - $101,565	-752 Reduced 2.47%	29,647 $3.82 Million
Q4 2024 Feb 03, 2025	SELL	$126.68 - $134.74 $17,228 - $18,324	-136 Reduced 0.45%	30,399 $3.88 Million
Q3 2024 Oct 16, 2024	SELL	$117.9 - $128.2 $39,142 - $42,562	-332 Reduced 1.08%	30,535 $3.91 Million
Q2 2024 Jul 17, 2024	SELL	$114.71 - $121.51 $194,662 - $206,202	-1,697 Reduced 5.21%	30,867 $3.66 Million
Q1 2024 Apr 26, 2024	SELL	$109.98 - $120.99 $25,955 - $28,553	-236 Reduced 0.72%	32,564 $3.94 Million
Q4 2023 Jan 18, 2024	SELL	$98.71 - $111.84 $135,627 - $153,668	-1,374 Reduced 4.02%	32,800 $3.66 Million
Q3 2023 Oct 25, 2023	SELL	$103.32 - $110.34 $13,638 - $14,564	-132 Reduced 0.38%	34,174 $3.53 Million
Q2 2023 Jul 14, 2023	SELL	$101.36 - $107.68 $85,446 - $90,774	-843 Reduced 2.4%	34,306 $3.64 Million
Q1 2023 Apr 12, 2023	SELL	$100.82 - $111.44 $40,932 - $45,244	-406 Reduced 1.14%	35,149 $3.71 Million
Q4 2022 Jan 18, 2023	BUY	$96.14 - $113.15 $249,387 - $293,511	2,594 Added 7.87%	35,555 $0
Q3 2022 Oct 14, 2022	SELL	$94.88 - $110.28 $73,721 - $85,687	-777 Reduced 2.3%	32,961 $3.13 Million
Q2 2022 Jul 13, 2022	SELL	$99.2 - $114.57 $48,012 - $55,451	-484 Reduced 1.41%	33,738 $3.43 Million
Q1 2022 Apr 12, 2022	SELL	$107.24 - $115.01 $369,870 - $396,669	-3,449 Reduced 9.16%	34,222 $3.84 Million
Q4 2021 Jan 26, 2022	SELL	$104.33 - $112.16 $95,253 - $102,402	-913 Reduced 2.37%	37,671 $4.22 Million
Q3 2021 Oct 06, 2021	SELL	$102.3 - $108.36 $46,853 - $49,628	-458 Reduced 1.17%	38,584 $3.99 Million
Q2 2021 Jul 09, 2021	BUY	$101.6 - $107.95 $315,671 - $335,400	3,107 Added 8.65%	39,042 $4.09 Million
Q1 2021 Apr 20, 2021	SELL	$90.4 - $101.83 $102,875 - $115,882	-1,138 Reduced 3.07%	35,935 $3.63 Million
Q4 2020 Jan 25, 2021	SELL	$78.88 - $92.1 $34,864 - $40,708	-442 Reduced 1.18%	37,073 $3.39 Million
Q3 2020 Oct 21, 2020	SELL	$77.57 - $85.18 $210,835 - $231,519	-2,718 Reduced 6.76%	37,515 $3.04 Million
Q2 2020 Aug 05, 2020	SELL	$67.79 - $86.78 $117,886 - $150,910	-1,739 Reduced 4.14%	40,233 $3.17 Million
Q1 2020 May 21, 2020	SELL	$60.97 - $94.78 $181,507 - $282,160	-2,977 Reduced 6.62%	41,972 $2.97 Million
Q4 2019 Jan 30, 2020	BUY	$85.84 - $94.47 $3.86 Million - $4.25 Million	44,949 New	44,949 $4.21 Million

Others Institutions Holding VYM

# of Institutions

1,988

Shares Held

184M

Call Options Held

843K

Put Options Held

340K

View Full List

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Life Steps Financial, Inc. Vanguard Whitehall Fds (Vangua Transaction History