Congress Wealth Management LLC Vanguard Materials ETF Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Materials ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,240 shares of VAW stock, worth $1.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,240

Previous 3,498 78.39%

Holding current value

$1.19 Million

Previous $657,000 79.3%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$185.71 - $202.46 $509,216 - $555,145	2,742 Added 78.39%	6,240 $1.18 Million
Q4 2024 Feb 11, 2025	BUY	$186.91 - $215.32 $5,046 - $5,813	27 Added 0.78%	3,498 $657,000
Q3 2024 Nov 12, 2024	BUY	$189.89 - $213.71 $12,342 - $13,891	65 Added 1.91%	3,471 $734,000
Q2 2024 Aug 13, 2024	BUY	$192.63 - $204.63 $5,778 - $6,138	30 Added 0.89%	3,406 $656,000
Q1 2024 Apr 18, 2024	BUY	$179.63 - $204.43 $898 - $1,022	5 Added 0.15%	3,376 $690,000
Q4 2023 Feb 09, 2024	SELL	$162.5 - $191.96 $40,950 - $48,373	-252 Reduced 6.96%	3,371 $640,000
Q3 2023 Oct 30, 2023	SELL	$171.36 - $189.15 $149,083 - $164,560	-870 Reduced 19.36%	3,623 $625,000
Q2 2023 Jul 13, 2023	SELL	$164.74 - $181.97 $834,902 - $922,223	-5,068 Reduced 53.01%	4,493 $817,000
Q1 2023 Apr 14, 2023	BUY	$166.59 - $188.64 $1.23 Million - $1.39 Million	7,378 Added 337.98%	9,561 $1.7 Million
Q4 2022 Feb 02, 2023	SELL	$150.0 - $183.22 $360,150 - $439,911	-2,401 Reduced 52.38%	2,183 $371,000
Q3 2022 Nov 08, 2022	SELL	$147.73 - $179.69 $880,027 - $1.07 Million	-5,957 Reduced 56.51%	4,584 $680,000
Q2 2022 Aug 11, 2022	SELL	$159.63 - $199.49 $734,776 - $918,252	-4,603 Reduced 30.39%	10,541 $1.69 Million
Q1 2022 May 16, 2022	BUY	$175.8 - $197.21 $1.19 Million - $1.34 Million	6,783 Added 81.13%	15,144 $2.94 Million
Q4 2021 Feb 04, 2022	BUY	$175.11 - $197.26 $1.46 Million - $1.65 Million	8,361 New	8,361 $1.65 Million

Others Institutions Holding VAW

# of Institutions

423

Shares Held

6.87M

Call Options Held

2.3K

Put Options Held

1.7K

View Full List

About VANGUARD MATERIALS ETF

Ticker VAW
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Vanguard Materials ETF Transaction History