Congress Wealth Management LLC Vanguard Value ETF Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 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 102,241 shares of VTV stock, worth $17 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
102,241
Previous 102,265
0.02%
Holding current value
$17 Million
Previous $15.3 Million
8.91%
% of portfolio
0.3%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,166Shares Held
494MCall Options Held
259KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC112MShares$18.5 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$8.15 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.79 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.26 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.07 Billion0.51% of portfolio