Congress Wealth Management LLC Vanguard Consumer Discretionar Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,204 shares of VCR stock, worth $404,832. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,204

Holding current value

$404,832

% of portfolio

0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$292.03 - $315.87 $351,604 - $380,307	1,204 New	1,204 $376,000
Q3 2023 Oct 30, 2023	BUY	$265.85 - $296.58 $118,037 - $131,681	444 Added 16.24%	3,178 $856,000
Q2 2023 Jul 13, 2023	SELL	$243.5 - $283.2 $585,130 - $680,529	-2,403 Reduced 46.78%	2,734 $774,000
Q1 2023 Apr 14, 2023	BUY	$217.79 - $265.16 $223,888 - $272,584	1,028 Added 25.02%	5,137 $1.3 Million
Q4 2022 Feb 02, 2023	BUY	$213.95 - $246.49 $460,420 - $530,446	2,152 Added 109.96%	4,109 $899,000
Q3 2022 Nov 08, 2022	BUY	$231.64 - $287.67 $24,090 - $29,917	104 Added 5.61%	1,957 $460,000
Q1 2022 May 16, 2022	SELL	$271.48 - $348.23 $32,306 - $41,439	-119 Reduced 6.03%	1,853 $566,000
Q4 2021 Feb 04, 2022	BUY	$309.2 - $355.63 $609,742 - $701,302	1,972 New	1,972 $672,000

Others Institutions Holding VCR

# of Institutions

486

Shares Held

7.64M

Call Options Held

10.5K

Put Options Held

1.2K

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About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Congress Wealth Management LLC Vanguard Consumer Discretionar Transaction History