A detailed history of Congress Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 112,940 shares of VTV stock, worth $20.1 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
112,940
Previous 102,803 9.86%
Holding current value
$20.1 Million
Previous $16.5 Million 19.56%
% of portfolio
0.27%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$159.75 - $174.57 $1.62 Million - $1.77 Million
10,137 Added 9.86%
112,940 $19.7 Million
Q2 2024

Aug 13, 2024

BUY
$154.57 - $163.65 $86,868 - $91,971
562 Added 0.55%
102,803 $16.5 Million
Q1 2024

Apr 18, 2024

SELL
$147.46 - $162.86 $3,539 - $3,908
-24 Reduced 0.02%
102,241 $16.7 Million
Q4 2023

Feb 09, 2024

SELL
$131.82 - $149.95 $33,482 - $38,087
-254 Reduced 0.25%
102,265 $15.3 Million
Q3 2023

Oct 30, 2023

BUY
$137.93 - $147.18 $14.1 Million - $15.1 Million
102,519 New
102,519 $14.1 Million
Q1 2023

Apr 14, 2023

BUY
$132.13 - $144.96 $272,584 - $299,052
2,063 New
2,063 $284,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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