Walled Lake Planning & Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 55,032 shares of VYM stock, worth $7.4 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

55,032

Previous 54,739 0.54%

Holding current value

$7.4 Million

Previous $6.49 Million 8.67%

% of portfolio

2.87%

Previous 2.87%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$117.9 - $128.2 $34,544 - $37,562	293 Added 0.54%	55,032 $7.06 Million
Q2 2024 Aug 12, 2024	SELL	$114.71 - $121.51 $201,201 - $213,128	-1,754 Reduced 3.1%	54,739 $6.49 Million
Q1 2024 May 13, 2024	SELL	$109.98 - $120.99 $83,694 - $92,073	-761 Reduced 1.33%	56,493 $6.84 Million
Q4 2023 Feb 13, 2024	BUY	$98.71 - $111.84 $50,045 - $56,702	507 Added 0.89%	57,254 $6.39 Million
Q3 2023 Nov 14, 2023	BUY	$103.32 - $110.34 $200,337 - $213,949	1,939 Added 3.54%	56,747 $5.86 Million
Q2 2023 Aug 11, 2023	BUY	$101.36 - $107.68 $132,274 - $140,522	1,305 Added 2.44%	54,808 $5.81 Million
Q1 2023 May 12, 2023	BUY	$100.82 - $111.44 $1.15 Million - $1.27 Million	11,385 Added 27.03%	53,503 $5.64 Million
Q4 2022 Feb 13, 2023	SELL	$96.14 - $113.15 $75,854 - $89,275	-789 Reduced 1.84%	42,118 $4.56 Million
Q3 2022 Nov 01, 2022	BUY	$94.88 - $110.28 $46,680 - $54,257	492 Added 1.16%	42,907 $4.07 Million
Q2 2022 Aug 09, 2022	SELL	$99.2 - $114.57 $3.62 Million - $4.18 Million	-36,449 Reduced 46.22%	42,415 $4.31 Million
Q1 2022 May 13, 2022	BUY	$107.24 - $115.01 $1.75 Million - $1.88 Million	16,342 Added 26.14%	78,864 $8.85 Million
Q4 2021 Feb 10, 2022	SELL	$104.33 - $112.16 $50,182 - $53,948	-481 Reduced 0.76%	62,522 $7.01 Million
Q3 2021 Nov 15, 2021	SELL	$102.3 - $108.36 $995,583 - $1.05 Million	-9,732 Reduced 13.38%	63,003 $6.51 Million
Q2 2021 Aug 16, 2021	BUY	$101.6 - $107.95 $134,112 - $142,494	1,320 Added 1.85%	72,735 $7.62 Million
Q1 2021 May 17, 2021	BUY	$90.4 - $101.83 $64,184 - $72,299	710 Added 1.0%	71,415 $7.22 Million
Q4 2020 Feb 19, 2021	BUY	$78.88 - $92.1 $151,922 - $177,384	1,926 Added 2.8%	70,705 $6.47 Million
Q3 2020 Nov 13, 2020	BUY	$77.57 - $85.18 $199,587 - $219,168	2,573 Added 3.89%	68,779 $5.57 Million
Q2 2020 Aug 18, 2020	SELL	$67.79 - $86.78 $163,306 - $209,053	-2,409 Reduced 3.51%	66,206 $5.22 Million
Q1 2020 May 15, 2020	BUY	$60.97 - $94.78 $27,680 - $43,030	454 Added 0.67%	68,615 $4.86 Million
Q4 2019 May 15, 2020	BUY	$85.84 - $94.47 $5.85 Million - $6.44 Million	68,161 New	68,161 $6.39 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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Walled Lake Planning & Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History