Curran Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Curran Financial Partners, LLC

$352 Million
Q1 2025

A detailed history of Curran Financial Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Curran Financial Partners, LLC holds 68,288 shares of VYM stock, worth $8.27 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

68,288

Previous 43,688 56.31%

Holding current value

$8.27 Million

Previous $5.57 Million 57.98%

% of portfolio

2.5%

Previous 1.73%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$126.11 - $135.06 $3.1 Million - $3.32 Million	24,600 Added 56.31%	68,288 $8.81 Million
Q4 2024 Jan 22, 2025	BUY	$126.68 - $134.74 $1.1 Million - $1.17 Million	8,710 Added 24.9%	43,688 $5.57 Million
Q3 2024 Oct 16, 2024	BUY	$117.9 - $128.2 $105,166 - $114,354	892 Added 2.62%	34,978 $4.48 Million
Q2 2024 Jul 22, 2024	BUY	$114.71 - $121.51 $28,906 - $30,620	252 Added 0.74%	34,086 $4.04 Million
Q1 2024 May 02, 2024	SELL	$109.98 - $120.99 $425,182 - $467,747	-3,866 Reduced 10.25%	33,834 $4.09 Million
Q4 2023 Jan 31, 2024	SELL	$98.71 - $111.84 $1.57 Million - $1.78 Million	-15,923 Reduced 29.69%	37,700 $4.21 Million
Q3 2023 Nov 09, 2023	BUY	$103.32 - $110.34 $1.41 Million - $1.51 Million	13,658 Added 34.17%	53,623 $5.54 Million
Q2 2023 Jul 11, 2023	SELL	$101.36 - $107.68 $1.62 Million - $1.72 Million	-15,949 Reduced 28.52%	39,965 $4.24 Million
Q1 2023 May 02, 2023	BUY	$100.82 - $111.44 $1.01 Million - $1.12 Million	10,055 Added 21.93%	55,914 $5.9 Million
Q4 2022 Feb 14, 2023	SELL	$96.14 - $113.15 $6.65 Million - $7.83 Million	-69,172 Reduced 60.13%	45,859 $4.96 Million
Q3 2022 Nov 03, 2022	SELL	$94.88 - $110.28 $2.32 Million - $2.69 Million	-24,436 Reduced 17.52%	115,031 $10.9 Million
Q2 2022 Aug 05, 2022	BUY	$99.2 - $114.57 $6.56 Million - $7.58 Million	66,125 Added 90.16%	139,467 $14.2 Million
Q1 2022 Apr 27, 2022	SELL	$107.24 - $115.01 $5.15 Million - $5.53 Million	-48,055 Reduced 39.58%	73,342 $8.23 Million
Q4 2021 Feb 10, 2022	BUY	$104.33 - $112.16 $2.67 Million - $2.88 Million	25,634 Added 26.77%	121,397 $13.6 Million
Q3 2021 Nov 09, 2021	BUY	$102.3 - $108.36 $1.67 Million - $1.77 Million	16,363 Added 20.61%	95,763 $9.9 Million
Q2 2021 Aug 26, 2021	BUY	$101.6 - $107.95 $283,260 - $300,964	2,788 Added 3.64%	79,400 $8.32 Million
Q1 2021 May 19, 2021	BUY	$90.4 - $101.83 $2.89 Million - $3.25 Million	31,924 Added 71.44%	76,612 $7.75 Million
Q4 2020 Mar 01, 2021	BUY	$78.88 - $92.1 $3.52 Million - $4.12 Million	44,688 New	44,688 $4.09 Million

Others Institutions Holding VYM

# of Institutions

1,970

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

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About VANGUARD WHITEHALL FDS (VANGUA

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Curran Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History