Peak Retirement Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 2,866 shares of VYM stock, worth $401,985. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,866
Previous 2,586 10.83%
Holding current value
$401,985
Previous $345 Million 17.16%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Nov 04, 2025
BUY
$132.9 - $142.03 $37,212 - $39,768
280 Added 10.83%
2,866 $404 Million
Q2 2025

Nov 04, 2025
BUY
$114.78 - $133.31 $103,531 - $120,245
902 Added 53.56%
2,586 $345 Million
Q1 2025

Nov 04, 2025
BUY
$126.11 - $135.06 $212,369 - $227,441
1,684 New
1,684 $217 Million

Others Institutions Holding VYM

# of Institutions
2,070
Shares Held
195M
Call Options Held
2.08M
Put Options Held
216K
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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