Congress Wealth Management LLC Vanguard Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,486 shares of VGSH stock, worth $734,051. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,486
Previous 12,416
0.56%
Holding current value
$734,051
Previous $720,000
0.56%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$402 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$386 Million0.14% of portfolio