A detailed history of Congress Wealth Management LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 17,514 shares of VDC stock, worth $3.75 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,514
Previous 11,478 52.59%
Holding current value
$3.75 Million
Previous $2.33 Million 64.21%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$201.77 - $221.32 $1.22 Million - $1.34 Million
6,036 Added 52.59%
17,514 $3.83 Million
Q2 2024

Aug 13, 2024

BUY
$194.57 - $209.07 $1.2 Million - $1.29 Million
6,156 Added 115.67%
11,478 $2.33 Million
Q1 2024

Apr 18, 2024

SELL
$189.57 - $204.14 $45,117 - $48,585
-238 Reduced 4.28%
5,322 $1.09 Million
Q4 2023

Feb 09, 2024

BUY
$175.13 - $191.99 $973,722 - $1.07 Million
5,560 New
5,560 $1.06 Million
Q2 2023

Jul 13, 2023

BUY
$189.34 - $200.8 $891,412 - $945,366
4,708 Added 79.11%
10,659 $2.07 Million
Q1 2023

Apr 14, 2023

BUY
$184.07 - $195.02 $885,744 - $938,436
4,812 Added 422.48%
5,951 $1.15 Million
Q4 2022

Feb 02, 2023

SELL
$171.56 - $199.59 $2.04 Million - $2.37 Million
-11,883 Reduced 91.25%
1,139 $218,000
Q3 2022

Nov 08, 2022

BUY
$171.79 - $199.02 $20,786 - $24,081
121 Added 0.94%
13,022 $2.24 Million
Q2 2022

Aug 11, 2022

SELL
$177.06 - $208.31 $27,444 - $32,288
-155 Reduced 1.19%
12,901 $2.39 Million
Q1 2022

May 16, 2022

BUY
$185.1 - $200.92 $395,928 - $429,767
2,139 Added 19.59%
13,056 $2.56 Million
Q4 2021

Feb 04, 2022

BUY
$179.09 - $199.88 $1.96 Million - $2.18 Million
10,917 New
10,917 $2.18 Million

Others Institutions Holding VDC

About VANGUARD CONSUMER STAPLES ETF


  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
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