Congress Wealth Management LLC Vanguard Small Cap ETF Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 7,304 shares of VB stock, worth $1.73 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,304
Previous 7,190
1.59%
Holding current value
$1.73 Million
Previous $1.64 Million
3.1%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding VB
# of Institutions
2,028Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.6 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.66 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio