Montz Harcus Wealth Management LLC Vanguard Whitehall Fds (Vangua Transaction History

Montz Harcus Wealth Management LLC

$176 Million
Q4 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 60,412 shares of VYM stock, worth $8.09 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares

60,412

Previous 58,398 3.45%

Holding current value

$8.09 Million

Previous $7.49 Million 2.95%

% of portfolio

4.37%

Previous 4.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$126.68 - $134.74 $255,133 - $271,366	2,014 Added 3.45%	60,412 $7.71 Million
Q3 2024 Oct 24, 2024	BUY	$117.9 - $128.2 $47,160 - $51,279	400 Added 0.69%	58,398 $7.49 Million
Q2 2024 Jul 19, 2024	BUY	$114.71 - $121.51 $131,916 - $139,736	1,150 Added 2.02%	57,998 $6.88 Million
Q1 2024 May 07, 2024	BUY	$109.98 - $120.99 $14,627 - $16,091	133 Added 0.23%	56,848 $6.88 Million
Q4 2023 Jan 22, 2024	BUY	$98.71 - $111.84 $58,535 - $66,321	593 Added 1.06%	56,715 $6.33 Million
Q3 2023 Nov 14, 2023	BUY	$103.32 - $110.34 $30,272 - $32,329	293 Added 0.52%	56,122 $5.8 Million
Q2 2023 Jul 21, 2023	BUY	$101.36 - $107.68 $320,196 - $340,161	3,159 Added 6.0%	55,829 $5.92 Million
Q1 2023 Apr 25, 2023	SELL	$100.82 - $111.44 $11,594 - $12,815	-115 Reduced 0.22%	52,670 $5.56 Million
Q4 2022 Jan 20, 2023	BUY	$96.14 - $113.15 $866,702 - $1.02 Million	9,015 Added 20.6%	52,785 $0
Q3 2022 Nov 02, 2022	BUY	$94.88 - $110.28 $126,380 - $146,892	1,332 Added 3.14%	43,770 $4.15 Million
Q2 2022 Jul 18, 2022	BUY	$99.2 - $114.57 $130,844 - $151,117	1,319 Added 3.21%	42,438 $4.32 Million
Q1 2022 May 05, 2022	BUY	$107.24 - $115.01 $103,915 - $111,444	969 Added 2.41%	41,119 $4.62 Million
Q4 2021 Mar 24, 2022	BUY	$104.33 - $112.16 $4.19 Million - $4.5 Million	40,150 New	40,150 $4.5 Million

Others Institutions Holding VYM

# of Institutions

1,906

Shares Held

191M

Call Options Held

1.77M

Put Options Held

395K

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About VANGUARD WHITEHALL FDS (VANGUA

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