Soa Wealth Advisors, Llc. Vanguard Whitehall Fds (Vangua Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,058 shares of VYM stock, worth $572,218. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,058
Previous 3,334 21.72%
Holding current value
$572,218
Previous $444,000 28.6%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 21, 2025
BUY
$132.9 - $142.03 $96,219 - $102,829
724 Added 21.72%
4,058 $571,000
Q2 2025

Jul 18, 2025
SELL
$114.78 - $133.31 $95,267 - $110,647
-830 Reduced 19.93%
3,334 $444,000
Q1 2025

Apr 14, 2025
SELL
$126.11 - $135.06 $6,683 - $7,158
-53 Reduced 1.26%
4,164 $531,000
Q4 2024

Jan 28, 2025
SELL
$126.68 - $134.74 $26,602 - $28,295
-210 Reduced 4.74%
4,217 $538,000
Q3 2024

Oct 08, 2024
SELL
$117.9 - $128.2 $117 - $128
-1 Reduced 0.02%
4,427 $567,000
Q2 2024

Jul 17, 2024
SELL
$114.71 - $121.51 $7,112 - $7,533
-62 Reduced 1.38%
4,428 $525,000
Q1 2024

Apr 10, 2024
SELL
$109.98 - $120.99 $11,437 - $12,582
-104 Reduced 2.26%
4,490 $543,000
Q4 2023

Jan 10, 2024
BUY
$98.71 - $111.84 $9,278 - $10,512
94 Added 2.09%
4,594 $512,000
Q3 2023

Oct 10, 2023
SELL
$103.32 - $110.34 $89,578 - $95,664
-867 Reduced 16.15%
4,500 $464,000
Q2 2023

Jul 07, 2023
BUY
$101.36 - $107.68 $13,480 - $14,321
133 Added 2.54%
5,367 $569,000
Q1 2023

Apr 28, 2023
BUY
$100.82 - $111.44 $1,411 - $1,560
14 Added 0.27%
5,234 $552,000
Q4 2022

Jan 10, 2023
BUY
$96.14 - $113.15 $1,730 - $2,036
18 Added 0.35%
5,220 $0
Q3 2022

Oct 07, 2022
BUY
$94.88 - $110.28 $1,423 - $1,654
15 Added 0.29%
5,202 $493,000
Q2 2022

Jul 13, 2022
SELL
$99.2 - $114.57 $38,886 - $44,911
-392 Reduced 7.03%
5,187 $527,000
Q1 2022

Apr 07, 2022
SELL
$107.24 - $115.01 $6,219 - $6,670
-58 Reduced 1.03%
5,579 $626,000
Q4 2021

Jan 13, 2022
BUY
$104.33 - $112.16 $36,724 - $39,480
352 Added 6.66%
5,637 $631,000
Q3 2021

Oct 12, 2021
BUY
$102.3 - $108.36 $1,432 - $1,517
14 Added 0.27%
5,285 $546,000
Q2 2021

Jul 14, 2021
SELL
$101.6 - $107.95 $13,208 - $14,033
-130 Reduced 2.41%
5,271 $552,000
Q1 2021

Apr 26, 2021
BUY
$90.4 - $101.83 $1,175 - $1,323
13 Added 0.24%
5,401 $546,000
Q4 2020

Mar 10, 2021
BUY
$78.88 - $92.1 $425,005 - $496,234
5,388 New
5,388 $514,000

Others Institutions Holding VYM

# of Institutions
2,104
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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