Congress Wealth Management LLC Vanguard Energy ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

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 40,225 shares of VDE stock, worth $4.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

40,225

Previous 72,061 44.18%

Holding current value

$4.8 Million

Previous $9.35 Million 48.74%

% of portfolio

0.05%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$105.87 - $130.56 $3.37 Million - $4.16 Million	-31,836 Reduced 44.18%	40,225 $4.79 Million
Q1 2025 May 14, 2025	BUY	$119.14 - $132.76 $7.59 Million - $8.46 Million	63,723 Added 764.25%	72,061 $9.35 Million
Q4 2024 Feb 11, 2025	BUY	$116.67 - $136.78 $115,036 - $134,865	986 Added 13.41%	8,338 $1.01 Million
Q3 2024 Nov 12, 2024	SELL	$117.44 - $131.06 $1.36 Million - $1.51 Million	-11,555 Reduced 61.11%	7,352 $900,000
Q2 2024 Aug 13, 2024	SELL	$123.17 - $136.7 $184,755 - $205,049	-1,500 Reduced 7.35%	18,907 $2.41 Million
Q1 2024 Apr 18, 2024	SELL	$111.77 - $131.7 $974,634 - $1.15 Million	-8,720 Reduced 29.94%	20,407 $2.69 Million
Q4 2023 Feb 09, 2024	BUY	$113.37 - $128.78 $121,532 - $138,052	1,072 Added 3.82%	29,127 $3.42 Million
Q3 2023 Oct 30, 2023	BUY	$110.08 - $130.52 $550 - $652	5 Added 0.02%	28,055 $3.56 Million
Q2 2023 Jul 13, 2023	BUY	$105.87 - $119.99 $423,162 - $479,600	3,997 Added 16.62%	28,050 $3.17 Million
Q1 2023 Apr 14, 2023	BUY	$106.22 - $128.7 $2.55 Million - $3.1 Million	24,053 New	24,053 $2.75 Million
Q3 2022 Nov 08, 2022	BUY	$93.77 - $118.45 $380,799 - $481,025	4,061 Added 15.65%	30,009 $3.05 Million
Q2 2022 Aug 11, 2022	SELL	$97.94 - $128.99 $523,097 - $688,935	-5,341 Reduced 17.07%	25,948 $2.58 Million
Q1 2022 May 16, 2022	SELL	$80.1 - $110.55 $244,144 - $336,956	-3,048 Reduced 8.88%	31,289 $3.35 Million
Q4 2021 Feb 04, 2022	BUY	$74.1 - $83.72 $2.54 Million - $2.87 Million	34,337 New	34,337 $2.67 Million

Others Institutions Holding VDE

# of Institutions

736

Shares Held

21.2M

Call Options Held

86.7K

Put Options Held

33.4K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Congress Wealth Management LLC Vanguard Energy ETF Transaction History