Congress Wealth Management LLC Vanguard Sht Term Corp Bd ETF Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 154,589 shares of VCSH stock, worth $12.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

154,589

Previous 149,726 3.25%

Holding current value

$12.1 Million

Previous $11.9 Million 1.41%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$77.86 - $79.27 $378,633 - $385,490	4,863 Added 3.25%	154,589 $12.1 Million
Q3 2024 Nov 12, 2024	BUY	$76.94 - $79.54 $9.45 Million - $9.76 Million	122,763 Added 455.3%	149,726 $11.9 Million
Q2 2024 Aug 13, 2024	BUY	$76.35 - $77.35 $98,415 - $99,704	1,289 Added 5.02%	26,963 $2.08 Million
Q1 2024 Apr 18, 2024	SELL	$76.87 - $77.64 $400,185 - $404,193	-5,206 Reduced 16.86%	25,674 $1.98 Million
Q4 2023 Feb 09, 2024	BUY	$74.49 - $77.37 $369,023 - $383,290	4,954 Added 19.11%	30,880 $2.39 Million
Q3 2023 Oct 30, 2023	BUY	$74.99 - $75.99 $1.94 Million - $1.97 Million	25,926 New	25,926 $1.95 Million
Q2 2022 Aug 11, 2022	SELL	$75.21 - $77.95 $234,354 - $242,892	-3,116 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$77.77 - $81.19 $242,331 - $252,988	3,116 New	3,116 $244,000

Others Institutions Holding VCSH

# of Institutions

1,429

Shares Held

318M

Call Options Held

Put Options Held

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Vanguard Sht Term Corp Bd ETF Transaction History