Congress Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 63,663 shares of VBR stock, worth $13 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
63,663
Previous 69,016
7.76%
Holding current value
$13 Million
Previous $12.6 Million
1.48%
% of portfolio
0.18%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,603Shares Held
93.8MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.76 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$779 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$766 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$754 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$486 Million0.49% of portfolio