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

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 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 10,939 shares of VYM stock, worth $1.39 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

10,939

Previous 11,523 5.07%

Holding current value

$1.39 Million

Previous $1.37 Million 2.64%

% of portfolio

0.76%

Previous 0.77%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$117.9 - $128.2 $68,853 - $74,868	-584 Reduced 5.07%	10,939 $1.4 Million
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

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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