Congress Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,280 shares of VO stock, worth $334,668. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,280
Previous 1,133
12.97%
Holding current value
$334,668
Previous $283,000
9.19%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.04 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.19 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.67 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.16 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.91 Billion0.14% of portfolio