Sterling Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 69,394 shares of VYM stock, worth $8.82 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

69,394

Previous 68,404 1.45%

Holding current value

$8.82 Million

Previous $8.11 Million 9.66%

% of portfolio

3.38%

Previous 3.38%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$117.9 - $128.2 $116,721 - $126,917	990 Added 1.45%	69,394 $8.9 Million
Q2 2024 Jul 30, 2024	BUY	$114.71 - $121.51 $209,231 - $221,634	1,824 Added 2.74%	68,404 $8.11 Million
Q1 2024 May 06, 2024	BUY	$109.98 - $120.99 $37,173 - $40,894	338 Added 0.51%	66,580 $8.06 Million
Q4 2023 Jan 31, 2024	BUY	$98.71 - $111.84 $266,319 - $301,744	2,698 Added 4.25%	66,242 $7.39 Million
Q3 2023 Nov 03, 2023	BUY	$103.32 - $110.34 $214,079 - $228,624	2,072 Added 3.37%	63,544 $6.57 Million
Q2 2023 Jul 28, 2023	BUY	$101.36 - $107.68 $810,069 - $860,578	7,992 Added 14.94%	61,472 $6.52 Million
Q1 2023 May 03, 2023	BUY	$100.82 - $111.44 $525,373 - $580,713	5,211 Added 10.8%	53,480 $5.64 Million
Q4 2022 Feb 06, 2023	BUY	$96.14 - $113.15 $369,946 - $435,401	3,848 Added 8.66%	48,269 $5.22 Million
Q3 2022 Nov 01, 2022	BUY	$94.88 - $110.28 $254,373 - $295,660	2,681 Added 6.42%	44,421 $4.22 Million
Q2 2022 Jul 27, 2022	BUY	$99.2 - $114.57 $141,955 - $163,949	1,431 Added 3.55%	41,740 $4.25 Million
Q1 2022 May 10, 2022	BUY	$107.24 - $115.01 $229,600 - $246,236	2,141 Added 5.61%	40,309 $4.53 Million
Q4 2021 Feb 02, 2022	BUY	$104.33 - $112.16 $147,313 - $158,369	1,412 Added 3.84%	38,168 $4.28 Million
Q3 2021 Oct 28, 2021	BUY	$102.3 - $108.36 $145,879 - $154,521	1,426 Added 4.04%	36,756 $3.8 Million
Q2 2021 Aug 02, 2021	BUY	$101.6 - $107.95 $48,666 - $51,708	479 Added 1.37%	35,330 $3.7 Million
Q1 2021 Apr 28, 2021	BUY	$90.4 - $101.83 $411,952 - $464,039	4,557 Added 15.04%	34,851 $3.52 Million
Q4 2020 Feb 10, 2021	BUY	$78.88 - $92.1 $2.39 Million - $2.79 Million	30,294 New	30,294 $2.77 Million

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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Sterling Financial Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History