Ownership history in Avion Wealth · 26 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in VANGUARD WHITEHALL FDS INC (VYM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 171,822 | +2,999 | +1.8% | 5.17% | $24.7M | $142.68 |
| 2025 Q3 | ADDED | 168,823 | +3,187 | +1.9% | 5.10% | $23.8M | $139.20 |
| 2025 Q2 | ADDED | 165,636 | +1,203 | +0.7% | 5.48% | $21.4M | $130.87 |
| 2025 Q1 | ADDED | 164,433 | +76 | +0.0% | 5.38% | $21.0M | $125.77 |
| 2024 Q4 | REDUCED | 164,357 | -1,214 | -0.7% | 5.39% | $21.0M | $123.62 |
| 2024 Q3 | ADDED | 165,571 | +491 | +0.3% | 5.56% | $21.2M | $123.26 |
| 2024 Q2 | REDUCED | 165,080 | -2,190 | -1.3% | 5.40% | $19.6M | $113.27 |
| 2024 Q1 | ADDED | 167,270 | +6,180 | +3.8% | 5.43% | $20.2M | $114.57 |
| 2023 Q4 | REDUCED | 161,090 | -1,471 | -0.9% | 5.05% | $18.0M | $105.12 |
| 2023 Q3 | ADDED | 162,561 | +3,441 | +2.2% | 4.80% | $16.8M | $96.33 |
As of 2025 Q4 — sorted by position size