Next Level Wealth Planning, LLC Vanguard Whitehall Fds (Vangua Transaction History

Next Level Wealth Planning, LLC

  • $132 Billion
  • Q1 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 6,476 shares of VYM stock, worth $835,533. This represents 0.63% of its overall portfolio holdings.

Number of Shares
6,476
Previous 4,892 32.38%
Holding current value
$835,533
Previous $624 Million 33.8%
% of portfolio
0.63%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$126.11 - $135.06 $199,758 - $213,935
1,584 Added 32.38%
6,476 $835 Million
Q4 2024

Jan 30, 2025
BUY
$126.68 - $134.74 $619,718 - $659,148
4,892 New
4,892 $624 Million

Others Institutions Holding VYM

# of Institutions
2,000
Shares Held
186M
Call Options Held
2.03M
Put Options Held
311K
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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