Congress Wealth Management LLC Vanguard Ftse All World Ex Us Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$49.57 - $56.14 $265,199 - $300,349	5,350 New	5,350 $300,000
Q1 2023 Apr 14, 2023	SELL	$50.42 - $55.03 $572,821 - $625,195	-11,361 Reduced 45.37%	13,679 $731,000
Q4 2022 Feb 02, 2023	SELL	$44.03 - $52.21 $2.36 Million - $2.8 Million	-53,696 Reduced 68.2%	25,040 $1.26 Million
Q3 2022 Nov 08, 2022	SELL	$44.35 - $52.71 $73,133 - $86,918	-1,649 Reduced 2.05%	78,736 $3.49 Million
Q2 2022 Aug 11, 2022	SELL	$49.43 - $58.65 $3.24 Million - $3.84 Million	-65,475 Reduced 44.89%	80,385 $4.02 Million
Q1 2022 May 16, 2022	SELL	$53.45 - $62.56 $137,366 - $160,779	-2,570 Reduced 1.73%	145,860 $8.4 Million
Q4 2021 Feb 04, 2022	BUY	$59.38 - $63.62 $8.81 Million - $9.44 Million	148,430 New	148,430 $9.1 Million

Others Institutions Holding VEU

# of Institutions

1,276

Shares Held

302M

Call Options Held

33.4K

Put Options Held

4.3K

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