Congress Wealth Management LLC Vanguard Consumer Staples ETF Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

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 $3.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,514

Previous 11,478 52.59%

Holding current value

$3.77 Million

Previous $2.33 Million 64.21%

% of portfolio

0.05%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

631

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

View Full List

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

More about VDC

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Congress Wealth Management LLC Vanguard Consumer Staples ETF Transaction History