Congress Wealth Management LLC Vanguard Intermediate Term Tre Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Congress Wealth Management LLC holds 33,848 shares of VGIT stock, worth $2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

33,848

Previous 36,126 6.31%

Holding current value

$2 Million

Previous $2.1 Million 2.76%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$57.8 - $60.8 $131,668 - $138,502	-2,278 Reduced 6.31%	33,848 $2.05 Million
Q2 2024 Aug 13, 2024	SELL	$57.14 - $58.53 $207,361 - $212,405	-3,629 Reduced 9.13%	36,126 $2.1 Million
Q1 2024 Apr 18, 2024	SELL	$58.07 - $59.52 $18,814 - $19,284	-324 Reduced 0.81%	39,755 $2.33 Million
Q4 2023 Feb 09, 2024	BUY	$56.15 - $59.51 $848,931 - $899,731	15,119 Added 60.57%	40,079 $2.38 Million
Q3 2023 Oct 30, 2023	SELL	$56.93 - $59.05 $132,191 - $137,114	-2,322 Reduced 8.51%	24,960 $1.43 Million
Q2 2023 Jul 13, 2023	SELL	$58.61 - $60.65 $42,902 - $44,395	-732 Reduced 2.61%	27,282 $1.6 Million
Q1 2023 Apr 14, 2023	SELL	$57.72 - $60.39 $285,136 - $298,326	-4,940 Reduced 14.99%	28,014 $1.68 Million
Q4 2022 Feb 02, 2023	BUY	$57.14 - $59.67 $1.88 Million - $1.97 Million	32,954 New	32,954 $1.93 Million

Others Institutions Holding VGIT

# of Institutions

754

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Congress Wealth Management LLC Vanguard Intermediate Term Tre Transaction History