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

West Financial Advisors, LLC

$602 Million
Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, West Financial Advisors, LLC holds 427 shares of VYM stock, worth $60,211. This represents 0.01% of its overall portfolio holdings.

Number of Shares

427

Previous 427 -0.0%

Holding current value

$60,211

Previous $56,000 7.14%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$126.11 - $135.06 $49,939 - $53,483	-396 Reduced 48.12%	427 $54,000
Q4 2024 Jan 14, 2025	SELL	$126.68 - $134.74 $14,061 - $14,956	-111 Reduced 11.88%	823 $105,000
Q4 2023 Jan 11, 2024	SELL	$98.71 - $111.84 $9,871 - $11,184	-100 Reduced 9.67%	934 $104,000
Q4 2022 Jan 10, 2023	SELL	$96.14 - $113.15 $11,056 - $13,012	-115 Reduced 10.01%	1,034 $0
Q2 2022 Jul 14, 2022	SELL	$99.2 - $114.57 $9,424 - $10,884	-95 Reduced 7.64%	1,149 $117,000

Q2 2021 Jul 27, 2021	SELL	$101.6 - $107.95 $52,832 - $56,134	-520 Reduced 29.48%	1,244 $130,000
Q4 2020 Feb 22, 2021	SELL	$78.88 - $92.1 $19,720 - $23,025	-250 Reduced 12.41%	1,764 $161,000
Q4 2020 Feb 02, 2021	BUY	$78.88 - $92.1 $158,864 - $185,489	2,014 New	2,014 $159 Million

Others Institutions Holding VYM

# of Institutions

2,099

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

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

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Account

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