Congress Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 36,566 shares of VBK stock, worth $9.12 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
36,566
Previous 36,492 0.2%
Holding current value
$9.12 Million
Previous $8.82 Million 8.06%
% of portfolio
0.17%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$231.0 - $260.72 $17,094 - $19,293
74 Added 0.2%
36,566 $9.53 Million
Q4 2023

Feb 09, 2024
BUY
$196.36 - $245.46 $64,995 - $81,247
331 Added 0.92%
36,492 $8.82 Million
Q3 2023

Oct 30, 2023
BUY
$210.59 - $239.48 $7.62 Million - $8.66 Million
36,161 New
36,161 $7.74 Million

Others Institutions Holding VBK

# of Institutions
1,068
Shares Held
39.7M
Call Options Held
45.9K
Put Options Held
17.7K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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