Congress Wealth Management LLC Vanguard Russell 1000 Value Et Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

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 319,415 shares of VONV stock, worth $25.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

319,415

Previous 315,155 1.35%

Holding current value

$25.3 Million

Previous $25.6 Million 2.96%

% of portfolio

0.33%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$80.21 - $86.14 $341,694 - $366,956	4,260 Added 1.35%	319,415 $26.4 Million
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

494

Shares Held

91.6M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 1000 VALUE ET

Ticker VONV
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Congress Wealth Management LLC Vanguard Russell 1000 Value Et Transaction History