Mark Sheptoff Financial Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History

Mark Sheptoff Financial Planning, LLC

$176 Million
Q2 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 11,523 shares of VYM stock, worth $1.47 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

11,523

Previous 12,321 6.48%

Holding current value

$1.47 Million

Previous $1.49 Million 8.32%

% of portfolio

0.77%

Previous 0.83%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$114.71 - $121.51 $91,538 - $96,964	-798 Reduced 6.48%	11,523 $1.37 Million
Q1 2024 May 10, 2024	BUY	$109.98 - $120.99 $1.26 Million - $1.38 Million	11,416 Added 1261.44%	12,321 $1.49 Million
Q2 2022 Aug 11, 2022	SELL	$99.2 - $114.57 $42,656 - $49,265	-430 Reduced 32.21%	905 $92,000
Q3 2021 Nov 10, 2021	BUY	$102.3 - $108.36 $61,380 - $65,016	600 Added 81.63%	1,335 $138,000
Q2 2021 Aug 12, 2021	SELL	$101.6 - $107.95 $22,352 - $23,749	-220 Reduced 23.04%	735 $77,000
Q1 2020 May 07, 2020	SELL	$60.97 - $94.78 $100,600 - $156,387	-1,650 Reduced 63.34%	955 $68,000
Q4 2019 Feb 10, 2020	SELL	$85.84 - $94.47 $8,584 - $9,447	-100 Reduced 3.7%	2,605 $244,000
Q3 2019 Nov 12, 2019	SELL	$88.2 - $89.75 $251,370 - $255,787	-2,850 Reduced 51.31%	2,705 $240,000
Q2 2019 Aug 12, 2019	BUY	N/A	100 Added 1.83%	5,555 $485,000
Q1 2019 May 10, 2019	SELL	N/A	-300 Reduced 5.21%	5,455 $467,000
Q4 2018 Feb 11, 2019	BUY	N/A	100 Added 1.77%	5,755 $449,000
Q3 2018 Nov 13, 2018	BUY	N/A	140 Added 2.54%	5,655 $492,000
Q1 2018 May 08, 2018	BUY	N/A	200 Added 3.76%	5,515 $455,000
Q3 2017 Nov 09, 2017	BUY	N/A	5,315	5,315 $431,000

Others Institutions Holding VYM

# of Institutions

1,720

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Account

Mark Sheptoff Financial Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History