Congress Wealth Management LLC Vanguard Energy ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 7,352 shares of VDE stock, worth $965,097. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,352
Previous 18,907
61.11%
Holding current value
$965,097
Previous $2.41 Million
62.67%
% of portfolio
0.01%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding VDE
# of Institutions
673Shares Held
22.4MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$314 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$209 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$185 Million0.04% of portfolio
-
Wealthfront Advisers LLC993KShares$130 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$129 Million0.03% of portfolio