Valeo Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 9,785 shares of VYM stock, worth $1.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,785
Previous 10,325 5.23%
Holding current value
$1.38 Million
Previous $1.38 Million 0.22%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 03, 2025
SELL
$132.9 - $142.03 $71,766 - $76,696
-540 Reduced 5.23%
9,785 $1.38 Million
Q2 2025

Jul 22, 2025
SELL
$114.78 - $133.31 $85,166 - $98,916
-742 Reduced 6.7%
10,325 $1.38 Million
Q1 2025

Apr 30, 2025
BUY
$126.11 - $135.06 $52,966 - $56,725
420 Added 3.94%
11,067 $1.43 Million
Q4 2024

Jan 30, 2025
BUY
$126.68 - $134.74 $596,156 - $634,086
4,706 Added 79.21%
10,647 $1.36 Million
Q3 2024

Oct 10, 2024
BUY
$117.9 - $128.2 $41,147 - $44,741
349 Added 6.24%
5,941 $761,000
Q2 2024

Jul 10, 2024
SELL
$114.71 - $121.51 $247,658 - $262,340
-2,159 Reduced 27.85%
5,592 $663,000
Q1 2024

Apr 25, 2024
BUY
$109.98 - $120.99 $12,647 - $13,913
115 Added 1.51%
7,751 $937,000
Q1 2024

Apr 19, 2024
BUY
$109.98 - $120.99 $103,711 - $114,093
943 Added 14.09%
7,636 $923,000
Q4 2023

Jan 29, 2024
SELL
$98.71 - $111.84 $411,324 - $466,037
-4,167 Reduced 38.37%
6,693 $747,000
Q3 2023

Oct 19, 2023
BUY
$103.32 - $110.34 $528,688 - $564,609
5,117 Added 89.1%
10,860 $1.12 Million
Q2 2023

Jul 14, 2023
SELL
$101.36 - $107.68 $89,500 - $95,081
-883 Reduced 13.33%
5,743 $609,000
Q1 2023

Apr 17, 2023
BUY
$100.82 - $111.44 $211,822 - $234,135
2,101 Added 46.43%
6,626 $699,000
Q4 2022

Feb 09, 2023
SELL
$96.14 - $113.15 $29,130 - $34,284
-303 Reduced 6.28%
4,525 $489,000
Q3 2022

Oct 31, 2022
SELL
$94.88 - $110.28 $227,806 - $264,782
-2,401 Reduced 33.21%
4,828 $458,000
Q2 2022

Aug 03, 2022
SELL
$99.2 - $114.57 $163,382 - $188,696
-1,647 Reduced 18.56%
7,229 $735,000
Q1 2022

Apr 28, 2022
BUY
$107.24 - $115.01 $175,230 - $187,926
1,634 Added 22.56%
8,876 $996,000
Q4 2021

Jan 07, 2022
BUY
$104.33 - $112.16 $117,475 - $126,292
1,126 Added 18.41%
7,242 $812,000
Q3 2021

Nov 02, 2021
BUY
$102.3 - $108.36 $112,120 - $118,762
1,096 Added 21.83%
6,116 $632,000
Q2 2021

Jul 22, 2021
BUY
$101.6 - $107.95 $101,600 - $107,950
1,000 Added 24.88%
5,020 $526,000
Q1 2021

Apr 12, 2021
BUY
$90.4 - $101.83 $59,302 - $66,800
656 Added 19.5%
4,020 $406,000
Q4 2020

Feb 11, 2021
BUY
$78.88 - $92.1 $75,330 - $87,955
955 Added 39.64%
3,364 $308,000
Q3 2020

Oct 28, 2020
SELL
$77.57 - $85.18 $143,659 - $157,753
-1,852 Reduced 43.46%
2,409 $195,000
Q2 2020

Jul 20, 2020
SELL
$67.79 - $86.78 $58,502 - $74,891
-863 Reduced 16.84%
4,261 $336,000
Q1 2020

Apr 13, 2020
BUY
$60.97 - $94.78 $3,963 - $6,160
65 Added 1.28%
5,124 $393,000
Q4 2019

Jan 24, 2020
BUY
$85.84 - $94.47 $18,970 - $20,877
221 Added 4.57%
5,059 $474,000
Q3 2019

Oct 15, 2019
BUY
$88.2 - $89.75 $14,729 - $14,988
167 Added 3.58%
4,838 $429,000
Q2 2019

Jul 10, 2019
BUY
N/A
337 Added 7.78%
4,671 $408,000
Q1 2019

Apr 12, 2019
BUY
N/A
439 Added 11.27%
4,334 $371,000
Q4 2018

Jan 30, 2019
BUY
N/A
3,495 Added 873.75%
3,895 $304,000
Q2 2018

Aug 14, 2018
SELL
N/A
-39 Reduced 8.88%
400 $34,000
Q1 2018

Apr 12, 2018
SELL
N/A
-43 Reduced 8.92%
439 $36,000
Q4 2017

Feb 09, 2018
BUY
N/A
382 Added 382.0%
482 $41,000
Q3 2017

Nov 14, 2017
BUY
N/A
100
100 $8,000

Others Institutions Holding VYM

# of Institutions
2,101
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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