A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 4,889 shares of VYM stock, worth $689,397. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,889
Previous 4,836 1.1%
Holding current value
$689,397
Previous $681,000 1.17%
% of portfolio
0.15%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025

BUY
$132.9 - $142.03 $7,043 - $7,527
53 Added 1.1%
4,889 $689,000
Q2 2025

Jul 17, 2025

BUY
$114.78 - $133.31 $26,399 - $30,661
230 Added 4.99%
4,836 $645,000
Q1 2025

Apr 18, 2025

BUY
$126.11 - $135.06 $254,489 - $272,551
2,018 Added 77.98%
4,606 $594,000
Q4 2024

Jan 14, 2025

BUY
$126.68 - $134.74 $22,549 - $23,983
178 Added 7.39%
2,588 $330,000
Q3 2024

Oct 09, 2024

BUY
$117.9 - $128.2 $25,466 - $27,691
216 Added 9.85%
2,410 $309,000
Q2 2024

Jul 12, 2024

BUY
$114.71 - $121.51 $251,673 - $266,592
2,194 New
2,194 $260,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

Follow San Luis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.