Ownership history in Element Wealth, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Element Wealth, LLC reported a position in VANGUARD WHITEHALL FDS (VYMI). 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 | 34,051 | +1,149 | +3.5% | 1.26% | $3.1M | $89.32 |
| 2025 Q3 | ADDED | 32,902 | +2,763 | +9.2% | 1.21% | $2.8M | $83.16 |
| 2025 Q2 | ADDED | 30,139 | +1,351 | +4.7% | 1.11% | $2.4M | $78.02 |
| 2025 Q1 | ADDED | 28,788 | +222 | +0.8% | 1.14% | $2.1M | $70.80 |
| 2024 Q4 | ADDED | 28,566 | +1,387 | +5.1% | 1.01% | $1.9M | $64.70 |
| 2024 Q3 | ADDED | 27,179 | +4,166 | +18.1% | 1.06% | $2.0M | $68.99 |
| 2024 Q2 | ADDED | 23,013 | +16,479 | +252.2% | 0.89% | $1.6M | $63.78 |
| 2024 Q1 | ADDED | 6,534 | +540 | +9.0% | 0.26% | $450K | $63.10 |
| 2023 Q4 | ADDED | 5,994 | +914 | +18.0% | 0.25% | $399K | $60.43 |
| 2023 Q3 | ADDED | 5,080 | +17 | +0.3% | 0.23% | $314K | $55.51 |
As of 2025 Q4 — sorted by position size