Curated Wealth Partners LLC Vanguard Whitehall Fds (Vangua Transaction History

Curated Wealth Partners LLC

$769 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	SELL	$98.71 - $111.84 $3.35 Million - $3.8 Million	-33,959 Reduced 47.43%	37,634 $4.2 Million
Q3 2023 Oct 23, 2023	SELL	$103.32 - $110.34 $2.76 Million - $2.95 Million	-26,755 Reduced 27.2%	71,593 $7.4 Million
Q2 2023 Jul 10, 2023	SELL	$101.36 - $107.68 $319,182 - $339,084	-3,149 Reduced 3.1%	98,348 $10.4 Million
Q1 2023 Apr 27, 2023	BUY	$100.82 - $111.44 $1.44 Million - $1.59 Million	14,291 Added 16.39%	101,497 $10.7 Million
Q4 2022 Jan 30, 2023	BUY	$96.14 - $113.15 $2.33 Million - $2.74 Million	24,236 Added 38.49%	87,206 $9.44 Million
Q3 2022 Oct 13, 2022	BUY	$94.88 - $110.28 $3.49 Million - $4.06 Million	36,825 Added 140.85%	62,970 $5.98 Million
Q2 2022 Jul 27, 2022	BUY	$99.2 - $114.57 $2.59 Million - $3 Million	26,145 New	26,145 $2.66 Million

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
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