Congress Wealth Management LLC Vanguard Value ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
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
Others Institutions Holding VTV
# of Institutions
2,275Shares Held
531MCall Options Held
142KPut Options Held
224K-
Bank Of America Corp Charlotte, NC115MShares$20.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.29 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.19 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.62 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.52 Billion1.14% of portfolio