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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD ENERGY ETF


  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.