Congress Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 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 5,987 shares of VYM stock, worth $766,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,987
Previous 5,898 1.51%
Holding current value
$766,515
Previous $713,000 0.42%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,720
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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