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 $13.1 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
63,663
Previous 69,016
7.76%
Holding current value
$13.1 Million
Previous $12.6 Million
1.48%
% of portfolio
0.18%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,610Shares Held
94.5MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$820 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.76MShares$771 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.4MShares$492 Million0.45% of portfolio