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
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.94 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$669 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$640 Million0.21% of portfolio