Congress Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 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 382,199 shares of VYM stock, worth $50.8 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

382,199

Previous 376,537 1.5%

Holding current value

$50.8 Million

Previous $48.3 Million 1.02%

% of portfolio

0.7%

Previous 0.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$126.68 - $134.74 $717,262 - $762,897	5,662 Added 1.5%	382,199 $48.8 Million
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

1,945

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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