Congress Wealth Management LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 69,016 shares of VBR stock, worth $13.8 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
69,016
Previous 60,127
14.78%
Holding current value
$13.8 Million
Previous $11.5 Million
9.18%
% of portfolio
0.21%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio