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

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 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 7,877 shares of VYM stock, worth $1.11 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
7,877
Previous 7,490 5.17%
Holding current value
$1.11 Million
Previous $998 Million 11.19%
% of portfolio
0.63%
Previous 0.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$132.9 - $142.03 $51,432 - $54,965
387 Added 5.17%
7,877 $1.11 Billion
Q2 2025

Jul 22, 2025
BUY
$114.78 - $133.31 $116,386 - $135,176
1,014 Added 15.66%
7,490 $998 Million
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
2,104
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
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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