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 $49.8 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
376,537
Previous 5,987
6189.24%
Holding current value
$49.8 Million
Previous $710,000
6698.87%
% of portfolio
0.67%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding VYM
# of Institutions
1,866Shares Held
189MCall Options Held
1.89MPut Options Held
394K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$956 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$714 Million0.32% of portfolio