Ownership history in Executive Wealth Management, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 143,208 | +7,723 | +5.7% | 1.43% | $18.3M | $123.62 |
| 2024 Q1 | ADDED | 135,485 | +88,019 | +185.4% | 1.43% | $16.3M | $114.57 |
| 2023 Q4 | REDUCED | 47,466 | -273 | -0.6% | 0.50% | $5.3M | $105.12 |
| 2023 Q3 | ADDED | 47,739 | +1,823 | +4.0% | 0.51% | $4.9M | $96.33 |
| 2023 Q2 | REDUCED | 45,916 | -1,274 | -2.7% | 0.50% | $4.9M | $98.18 |
| 2023 Q1 | REDUCED | 47,190 | -69,291 | -59.5% | 0.55% | $5.0M | $96.85 |
| 2022 Q4 | ADDED | 116,481 | +105,465 | +957.4% | 1.55% | $12.6M | $98.63 |
| 2022 Q3 | REDUCED | 11,016 | -106,602 | -90.6% | 1.53% | $11.0M | $85.70 |
| 2022 Q2 | REDUCED | 117,618 | -14,853 | -11.2% | 1.61% | $12.0M | $91.18 |
| 2022 Q1 | ADDED | 132,471 | +155 | +0.1% | 1.61% | $14.9M | $99.78 |
As of 2025 Q4 — sorted by position size