Congress Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

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 94,134 shares of VBR stock, worth $17.9 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

94,134

Previous 65,326 44.1%

Holding current value

$17.9 Million

Previous $12.9 Million 35.45%

% of portfolio

0.22%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$183.02 - $207.75 $5.27 Million - $5.98 Million	28,808 Added 44.1%	94,134 $17.5 Million
Q4 2024 Feb 11, 2025	BUY	$197.36 - $217.3 $328,209 - $361,369	1,663 Added 2.61%	65,326 $12.9 Million
Q3 2024 Nov 12, 2024	SELL	$179.99 - $201.6 $963,486 - $1.08 Million	-5,353 Reduced 7.76%	63,663 $12.8 Million
Q2 2024 Aug 13, 2024	BUY	$177.65 - $191.11 $1.58 Million - $1.7 Million	8,889 Added 14.78%	69,016 $12.6 Million
Q1 2024 Apr 18, 2024	SELL	$172.45 - $191.88 $87,432 - $97,283	-507 Reduced 0.84%	60,127 $11.5 Million
Q4 2023 Feb 09, 2024	BUY	$149.18 - $181.94 $194,829 - $237,613	1,306 Added 2.2%	60,634 $10.9 Million
Q3 2023 Oct 30, 2023	BUY	$157.33 - $174.39 $9.33 Million - $10.3 Million	59,328 New	59,328 $9.46 Million
Q1 2022 May 16, 2022	SELL	$165.62 - $182.58 $605,175 - $667,147	-3,654 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$168.72 - $185.72 $616,502 - $678,620	3,654 New	3,654 $653,000

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Vanguard Small Cap Value ETF Transaction History