Congress Wealth Management LLC Vanguard Russell 1000 Value Et Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 315,155 shares of VONV stock, worth $26.9 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

315,155

Previous 314,620 0.17%

Holding current value

$26.9 Million

Previous $26.2 Million 2.33%

% of portfolio

0.37%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$80.87 - $87.69 $43,265 - $46,914	535 Added 0.17%	315,155 $25.6 Million
Q3 2024 Nov 12, 2024	SELL	$76.07 - $83.33 $5.4 Million - $5.91 Million	-70,940 Reduced 18.4%	314,620 $26.2 Million
Q2 2024 Aug 13, 2024	SELL	$74.36 - $78.65 $33,313 - $35,235	-448 Reduced 0.12%	385,560 $29.5 Million
Q1 2024 Apr 18, 2024	SELL	$71.01 - $78.64 $180,507 - $199,902	-2,542 Reduced 0.65%	386,008 $30.4 Million
Q4 2023 Feb 09, 2024	SELL	$63.06 - $72.78 $144,029 - $166,229	-2,284 Reduced 0.58%	388,550 $28.2 Million
Q3 2023 Oct 30, 2023	BUY	$66.58 - $71.74 $26 Million - $28 Million	390,834 New	390,834 $26.1 Million

Others Institutions Holding VONV

# of Institutions

464

Shares Held

82M

Call Options Held

Put Options Held

View Full List

About VANGUARD RUSSELL 1000 VALUE ET

Ticker VONV
Sector ETFs
Industry ETFs

More about VONV

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 Russell 1000 Value Et Transaction History