Seneca Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Seneca Financial Advisors LLC

$259 Billion
Q2 2025

A detailed history of Seneca Financial Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 91,939 shares of VYM stock, worth $12.6 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares

91,939

Previous 86,145 6.73%

Holding current value

$12.6 Million

Previous $11.1 Billion 10.32%

% of portfolio

4.72%

Previous 5.38%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 27, 2025	BUY	$114.78 - $133.31 $665,035 - $772,398	5,794 Added 6.73%	91,939 $12.3 Billion
Q1 2025 Aug 27, 2025	BUY	$126.11 - $135.06 $431,548 - $462,175	3,422 Added 4.14%	86,145 $11.1 Billion
Q4 2024 Aug 27, 2025	BUY	$126.68 - $134.74 $147,962 - $157,376	1,168 Added 1.43%	82,723 $10.6 Billion
Q3 2024 Aug 27, 2025	BUY	$117.9 - $128.2 $429,863 - $467,417	3,646 Added 4.68%	81,555 $10.5 Billion
Q2 2024 Aug 27, 2025	BUY	$114.71 - $121.51 $254,312 - $269,387	2,217 Added 2.93%	77,909 $9.24 Billion
Q1 2024 Aug 27, 2025	SELL	$109.98 - $120.99 $118,448 - $130,306	-1,077 Reduced 1.4%	75,692 $9.16 Billion
Q4 2023 Aug 27, 2025	SELL	$98.71 - $111.84 $524,446 - $594,205	-5,313 Reduced 6.47%	76,769 $8.57 Billion
Q3 2023 Aug 27, 2025	BUY	$103.32 - $110.34 $144,648 - $154,476	1,400 Added 1.74%	82,082 $8.48 Billion
Q2 2023 Aug 27, 2025	SELL	$101.36 - $107.68 $362,564 - $385,171	-3,577 Reduced 4.25%	80,682 $8.56 Billion
Q1 2023 Aug 27, 2025	BUY	$100.82 - $111.44 $191,658 - $211,847	1,901 Added 2.31%	84,259 $8.89 Billion
Q4 2022 Aug 27, 2025	BUY	$96.14 - $113.15 $116,040 - $136,572	1,207 Added 1.49%	82,358 $8.91 Billion
Q3 2022 Aug 27, 2025	BUY	$94.88 - $110.28 $173,250 - $201,371	1,826 Added 2.3%	81,151 $7.7 Billion
Q2 2022 Aug 27, 2025	BUY	$99.2 - $114.57 $49,600 - $57,285	500 Added 0.63%	79,325 $8.07 Billion
Q1 2022 Aug 27, 2025	BUY	$107.24 - $115.01 $424,134 - $454,864	3,955 Added 5.28%	78,825 $8.85 Billion
Q4 2021 Aug 27, 2025	BUY	$104.33 - $112.16 $414,711 - $445,836	3,975 Added 5.61%	74,870 $8.39 Billion
Q3 2021 Aug 27, 2025	BUY	$102.3 - $108.36 $197,132 - $208,809	1,927 Added 2.79%	70,895 $7.33 Billion
Q2 2021 Aug 27, 2025	BUY	$101.6 - $107.95 $210,210 - $223,348	2,069 Added 3.09%	68,968 $7.23 Billion
Q1 2021 Aug 27, 2025	BUY	$90.4 - $101.83 $235,311 - $265,063	2,603 Added 4.05%	66,899 $6.76 Billion
Q4 2020 Aug 27, 2025	BUY	$78.88 - $92.1 $5.07 Million - $5.92 Million	64,296 New	64,296 $5.88 Billion

Others Institutions Holding VYM

# of Institutions

2,029

Shares Held

195M

Call Options Held

2.08M

Put Options Held

216K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Seneca Financial Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History