Stonebridge Financial Planning Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Stonebridge Financial Planning Group, LLC

$215 Million
Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 16,767 shares of VYM stock, worth $2.26 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

16,767

Holding current value

$2.26 Million

% of portfolio

0.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$126.68 - $134.74 $2.12 Million - $2.26 Million	16,767 New	16,767 $2.14 Million
Q1 2022 May 10, 2022	SELL	$107.24 - $115.01 $104,022 - $111,559	-970 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	$102.3 - $108.36 $42,966 - $45,511	-420 Reduced 30.22%	970 $107,000
Q2 2021 Jul 28, 2021	SELL	$101.6 - $107.95 $3,657 - $3,886	-36 Reduced 2.52%	1,390 $147,000
Q1 2021 May 06, 2021	SELL	$90.4 - $101.83 $8,949 - $10,081	-99 Reduced 6.49%	1,426 $146,000
Q4 2020 Jan 27, 2021	SELL	$78.88 - $92.1 $15,776 - $18,420	-200 Reduced 11.59%	1,525 $140,000
Q3 2020 Oct 26, 2020	SELL	$77.57 - $85.18 $11,635 - $12,777	-150 Reduced 8.0%	1,725 $145,000
Q4 2019 Feb 07, 2020	BUY	$85.84 - $94.47 $160,950 - $177,131	1,875 New	1,875 $176,000

Others Institutions Holding VYM

# of Institutions

1,935

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Stonebridge Financial Planning Group, LLC Vanguard Whitehall Fds (Vangua Transaction History