Phillips Wealth Planners LLC Vanguard Whitehall Fds (Vangua Transaction History

Phillips Wealth Planners LLC

$94.9 Billion
Q2 2024

A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,677 shares of VYM stock, worth $334,196. This represents 0.34% of its overall portfolio holdings.

Number of Shares

2,677

Previous 2,722 1.65%

Holding current value

$334,196

Previous $313 Million 2.62%

% of portfolio

0.34%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$114.71 - $121.51 $5,161 - $5,467	-45 Reduced 1.65%	2,677 $321 Million
Q1 2024 Apr 29, 2024	SELL	$109.98 - $120.99 $19,246 - $21,173	-175 Reduced 6.04%	2,722 $313 Million
Q4 2023 Feb 12, 2024	BUY	$98.71 - $111.84 $789 - $894	8 Added 0.28%	2,897 $320 Million
Q3 2023 Oct 30, 2023	BUY	$103.32 - $110.34 $103 - $110	1 Added 0.03%	2,889 $295 Million
Q2 2023 Jul 26, 2023	BUY	$101.36 - $107.68 $2,331 - $2,476	23 Added 0.8%	2,888 $306 Million
Q1 2023 May 15, 2023	SELL	$100.82 - $111.44 $8,065 - $8,915	-80 Reduced 2.72%	2,865 $306 Million
Q4 2022 Feb 14, 2023	BUY	$106.0 - $113.15 $312,170 - $333,226	2,945 New	2,945 $327 Million

Others Institutions Holding VYM

# of Institutions

1,716

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Phillips Wealth Planners LLC Vanguard Whitehall Fds (Vangua Transaction History