Congress Wealth Management LLC Vanguard Ftse Developed Market Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Congress Wealth Management LLC holds 250,095 shares of VEA stock, worth $12.4 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

250,095

Previous 278,969 10.35%

Holding current value

$12.4 Million

Previous $13.8 Million 4.2%

% of portfolio

0.18%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$47.6 - $53.31 $1.37 Million - $1.54 Million	-28,874 Reduced 10.35%	250,095 $13.2 Million
Q2 2024 Aug 13, 2024	BUY	$47.83 - $51.21 $148,607 - $159,109	3,107 Added 1.13%	278,969 $13.8 Million
Q1 2024 Apr 18, 2024	SELL	$46.21 - $50.27 $170,468 - $185,446	-3,689 Reduced 1.32%	275,862 $13.8 Million
Q4 2023 Feb 09, 2024	BUY	$41.58 - $47.99 $268,897 - $310,351	6,467 Added 2.37%	279,551 $13.4 Million
Q3 2023 Oct 30, 2023	BUY	$43.5 - $47.63 $9.71 Million - $10.6 Million	223,231 Added 447.78%	273,084 $11.9 Million
Q2 2023 Jul 13, 2023	SELL	$44.63 - $47.33 $107,692 - $114,207	-2,413 Reduced 4.62%	49,853 $2.3 Million
Q1 2023 Apr 14, 2023	SELL	$42.2 - $46.17 $300,590 - $328,868	-7,123 Reduced 11.99%	52,266 $2.36 Million
Q4 2022 Feb 02, 2023	SELL	$36.19 - $43.78 $185,184 - $224,022	-5,117 Reduced 7.93%	59,389 $2.49 Million
Q3 2022 Nov 08, 2022	BUY	$36.19 - $43.74 $15,634 - $18,895	432 Added 0.67%	64,506 $2.35 Million
Q2 2022 Aug 11, 2022	SELL	$40.38 - $48.66 $150,415 - $181,258	-3,725 Reduced 5.49%	64,074 $2.61 Million
Q1 2022 May 16, 2022	SELL	$44.13 - $51.72 $2.89 Million - $3.39 Million	-65,519 Reduced 49.14%	67,799 $3.26 Million
Q4 2021 Feb 04, 2022	BUY	$49.38 - $52.95 $6.58 Million - $7.06 Million	133,318 New	133,318 $6.81 Million

Others Institutions Holding VEA

# of Institutions

2,392

Shares Held

2.12B

Call Options Held

217K

Put Options Held

607K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Vanguard Ftse Developed Market Transaction History