Congress Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Congress Wealth Management LLC holds 376,537 shares of VYM stock, worth $50.6 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

376,537

Previous 5,987 6189.24%

Holding current value

$50.6 Million

Previous $710,000 6698.87%

% of portfolio

0.67%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$117.9 - $128.2 $43.7 Million - $47.5 Million	370,550 Added 6189.24%	376,537 $48.3 Million
Q2 2024 Aug 13, 2024	BUY	$114.71 - $121.51 $10,209 - $10,814	89 Added 1.51%	5,987 $710,000
Q1 2024 Apr 18, 2024	SELL	$109.98 - $120.99 $599,830 - $659,879	-5,454 Reduced 48.04%	5,898 $713,000
Q4 2023 Feb 09, 2024	BUY	$98.71 - $111.84 $436,002 - $493,997	4,417 Added 63.69%	11,352 $1.27 Million
Q3 2023 Oct 30, 2023	BUY	$103.32 - $110.34 $56,619 - $60,466	548 Added 8.58%	6,935 $716,000
Q2 2023 Jul 13, 2023	SELL	$101.36 - $107.68 $195,523 - $207,714	-1,929 Reduced 23.2%	6,387 $677,000
Q1 2023 Apr 14, 2023	SELL	$100.82 - $111.44 $894,676 - $988,918	-8,874 Reduced 51.62%	8,316 $877,000
Q4 2022 Feb 02, 2023	SELL	$96.14 - $113.15 $4.6 Million - $5.42 Million	-47,857 Reduced 73.57%	17,190 $1.86 Million
Q3 2022 Nov 08, 2022	BUY	$94.88 - $110.28 $92,887 - $107,964	979 Added 1.53%	65,047 $6.17 Million
Q2 2022 Aug 11, 2022	SELL	$99.2 - $114.57 $1.22 Million - $1.41 Million	-12,272 Reduced 16.08%	64,068 $6.52 Million
Q1 2022 May 16, 2022	SELL	$107.24 - $115.01 $252,442 - $270,733	-2,354 Reduced 2.99%	76,340 $8.57 Million
Q4 2021 Feb 04, 2022	BUY	$104.33 - $112.16 $8.21 Million - $8.83 Million	78,694 New	78,694 $8.82 Million

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Congress Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History