Congress Wealth Management LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 60,127 shares of VBR stock, worth $10.9 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
60,127
Previous 60,634 0.84%
Holding current value
$10.9 Million
Previous $10.9 Million 5.73%
% of portfolio
0.2%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-3,654 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
N/A
3,654 New
3,654 $653,000

Others Institutions Holding VBR

# of Institutions
1,448
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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