Congress Wealth Management LLC Vanguard Large Cap ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 962 shares of VV stock, worth $264,319. This represents 0.0% of its overall portfolio holdings.

Number of Shares
962
Previous 48,322 98.01%
Holding current value
$264,319
Previous $12.1 Million 97.9%
% of portfolio
0.0%
Previous 0.2%

Shares

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

Nov 12, 2024
SELL
$236.92 - $263.4 $11.2 Million - $12.5 Million
-47,360 Reduced 98.01%
962 $253,000
Q2 2024

Aug 13, 2024
BUY
$227.27 - $251.65 $909 - $1,006
4 Added 0.01%
48,322 $12.1 Million
Q1 2024

Apr 18, 2024
BUY
$214.62 - $240.49 $34,768 - $38,959
162 Added 0.34%
48,318 $11.6 Million
Q4 2023

Feb 09, 2024
BUY
$188.0 - $219.17 $67,680 - $78,901
360 Added 0.75%
48,156 $10.5 Million
Q3 2023

Oct 30, 2023
BUY
$195.09 - $209.59 $9.32 Million - $10 Million
47,796 New
47,796 $9.35 Million
Q1 2023

Apr 14, 2023
SELL
$172.79 - $190.36 $62,895 - $69,291
-364 Reduced 23.98%
1,154 $215,000
Q4 2022

Feb 02, 2023
SELL
$162.98 - $185.93 $4,889 - $5,577
-30 Reduced 1.94%
1,518 $264,000
Q3 2022

Nov 08, 2022
BUY
$163.56 - $196.95 $25,351 - $30,527
155 Added 11.13%
1,548 $253,000
Q2 2022

Aug 11, 2022
BUY
$167.29 - $210.78 $4,851 - $6,112
29 Added 2.13%
1,393 $240,000
Q1 2022

May 16, 2022
BUY
$191.25 - $221.63 $86,636 - $100,398
453 Added 49.73%
1,364 $285,000
Q4 2021

Feb 04, 2022
BUY
$200.26 - $221.75 $182,436 - $202,014
911 New
911 $201,000

Others Institutions Holding VV

# of Institutions
1,170
Shares Held
101M
Call Options Held
23K
Put Options Held
125K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email