Capital Advisors Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 98,503 shares of VYM stock, worth $13.9 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
98,503
Previous 94,604 4.12%
Holding current value
$13.9 Million
Previous $13.3 Million 4.16%
% of portfolio
2.01%
Previous 1.96%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$137.47 - $143.13 $535,995 - $558,063
3,899 Added 4.12%
98,503 $13.9 Million
Q3 2025

Oct 15, 2025
BUY
$132.9 - $142.03 $335,705 - $358,767
2,526 Added 2.74%
94,604 $13.3 Million
Q2 2025

Aug 13, 2025
BUY
$114.78 - $133.31 $671,003 - $779,330
5,846 Added 6.78%
92,078 $12.3 Million
Q1 2025

Apr 24, 2025
SELL
$126.11 - $135.06 $2.9 Million - $3.1 Million
-22,969 Reduced 21.03%
86,232 $11.1 Million
Q4 2024

Jan 14, 2025
BUY
$126.68 - $134.74 $230,430 - $245,092
1,819 Added 1.69%
109,201 $13.9 Million
Q3 2024

Oct 15, 2024
BUY
$117.9 - $128.2 $38,671 - $42,049
328 Added 0.31%
107,382 $13.8 Million
Q2 2024

Jul 16, 2024
SELL
$114.71 - $121.51 $48,866 - $51,763
-426 Reduced 0.4%
107,054 $12.7 Million
Q1 2024

Apr 12, 2024
SELL
$109.98 - $120.99 $2.77 Million - $3.05 Million
-25,214 Reduced 19.0%
107,480 $13 Million
Q4 2023

Jan 08, 2024
SELL
$98.71 - $111.84 $63,667 - $72,136
-645 Reduced 0.48%
132,694 $14.8 Million
Q3 2023

Oct 10, 2023
SELL
$103.32 - $110.34 $164,898 - $176,102
-1,596 Reduced 1.18%
133,339 $13.8 Million
Q2 2023

Jul 11, 2023
SELL
$101.36 - $107.68 $496,055 - $526,985
-4,894 Reduced 3.5%
134,935 $14.3 Million
Q1 2023

Apr 14, 2023
BUY
$100.82 - $111.44 $339,259 - $374,995
3,365 Added 2.47%
139,829 $14.8 Million
Q4 2022

Feb 09, 2023
BUY
$96.14 - $113.15 $515,983 - $607,276
5,367 Added 4.09%
136,464 $14.8 Million
Q3 2022

Nov 14, 2022
SELL
$94.88 - $110.28 $50,665 - $58,889
-534 Reduced 0.41%
131,097 $12.4 Million
Q2 2022

Aug 04, 2022
BUY
$99.2 - $114.57 $431,321 - $498,150
4,348 Added 3.42%
131,631 $13.4 Million
Q1 2022

May 09, 2022
BUY
$107.24 - $115.01 $1.47 Million - $1.57 Million
13,686 Added 12.05%
127,283 $14.3 Million
Q4 2021

Feb 04, 2022
BUY
$104.33 - $112.16 $1.96 Million - $2.11 Million
18,814 Added 19.85%
113,597 $12.7 Million
Q3 2021

Nov 12, 2021
BUY
$102.3 - $108.36 $1.17 Million - $1.24 Million
11,413 Added 13.69%
94,783 $9.8 Million
Q2 2021

Aug 13, 2021
BUY
$101.6 - $107.95 $4.11 Million - $4.37 Million
40,482 Added 94.39%
83,370 $8.74 Million
Q1 2021

Apr 20, 2021
BUY
$90.4 - $101.83 $3.88 Million - $4.37 Million
42,888 New
42,888 $4.34 Million

Others Institutions Holding VYM

# of Institutions
2,123
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
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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