Congress Wealth Management LLC Vanguard Star Fd Vanguard Tota Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Congress Wealth Management LLC holds 18,499 shares of VXUS stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,499
Previous 12,456 48.51%
Holding current value
$1.13 Million
Previous $751,000 59.39%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$58.03 - $65.37 $350,675 - $395,030
6,043 Added 48.51%
18,499 $1.2 Million
Q2 2024

Aug 13, 2024
BUY
$57.86 - $62.21 $720,704 - $774,887
12,456 New
12,456 $751,000
Q2 2022

Aug 11, 2022
SELL
$51.07 - $60.88 $501,149 - $597,415
-9,813 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$55.42 - $64.7 $142,041 - $165,826
2,563 Added 35.35%
9,813 $586,000
Q4 2021

Feb 04, 2022
BUY
$61.51 - $66.09 $445,947 - $479,152
7,250 New
7,250 $461,000

Others Institutions Holding VXUS

# of Institutions
1,258
Shares Held
301M
Call Options Held
160K
Put Options Held
71.7K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
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