Brio Consultants, LLC Vanguard Whitehall Fds (Vangua Transaction History

Brio Consultants, LLC

$636 Million
Q4 2024

A detailed history of Brio Consultants, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Brio Consultants, LLC holds 4,998 shares of VYM stock, worth $637,494. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,998

Previous 5,002 0.08%

Holding current value

$637,494

Previous $641,000 0.62%

% of portfolio

0.1%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$126.68 - $134.74 $506 - $538	-4 Reduced 0.08%	4,998 $637,000
Q3 2024 Oct 18, 2024	SELL	$117.9 - $128.2 $32,186 - $34,998	-273 Reduced 5.18%	5,002 $641,000
Q2 2024 Aug 05, 2024	BUY	$114.71 - $121.51 $31,315 - $33,172	273 Added 5.46%	5,275 $625,000
Q1 2024 Apr 29, 2024	SELL	$109.98 - $120.99 $147,263 - $162,005	-1,339 Reduced 21.12%	5,002 $605,000
Q4 2023 Feb 02, 2024	SELL	$98.71 - $111.84 $576,170 - $652,810	-5,837 Reduced 47.93%	6,341 $707,000
Q3 2023 Oct 27, 2023	SELL	$103.32 - $110.34 $37,195 - $39,722	-360 Reduced 2.87%	12,178 $1.26 Million
Q2 2023 Aug 09, 2023	SELL	$101.36 - $107.68 $5.33 Million - $5.66 Million	-52,579 Reduced 80.75%	12,538 $1.33 Million
Q1 2023 May 04, 2023	SELL	$100.82 - $111.44 $3,730 - $4,123	-37 Reduced 0.06%	65,117 $6.87 Million
Q4 2022 Feb 07, 2023	BUY	$96.14 - $113.15 $98,447 - $115,865	1,024 Added 1.6%	65,154 $7.05 Million
Q3 2022 Oct 25, 2022	BUY	$94.88 - $110.28 $5.62 Million - $6.54 Million	59,261 Added 1217.11%	64,130 $6.58 Million
Q2 2022 Jul 14, 2022	BUY	$99.2 - $114.57 $483,004 - $557,841	4,869 New	4,869 $491,000

Others Institutions Holding VYM

# of Institutions

1,965

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

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About VANGUARD WHITEHALL FDS (VANGUA

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Brio Consultants, LLC Vanguard Whitehall Fds (Vangua Transaction History