Congress Wealth Management LLC Vanguard Financial ETF Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 47,090 shares of VFH stock, worth $4.97 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
47,090
Previous 36,904 27.6%
Holding current value
$4.97 Million
Previous $3.4 Million 41.63%
% of portfolio
0.09%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$90.62 - $102.39 $923,055 - $1.04 Million
10,186 Added 27.6%
47,090 $4.82 Million
Q4 2023

Feb 09, 2024
BUY
$75.97 - $92.67 $2.59 Million - $3.15 Million
34,034 Added 1185.85%
36,904 $3.4 Million
Q3 2023

Oct 30, 2023
SELL
$80.32 - $86.71 $1.59 Million - $1.72 Million
-19,804 Reduced 87.34%
2,870 $230,000
Q2 2023

Jul 13, 2023
SELL
$74.65 - $81.49 $1.75 Million - $1.91 Million
-23,386 Reduced 50.77%
22,674 $1.84 Million
Q1 2023

Apr 14, 2023
BUY
$74.95 - $90.64 $3.24 Million - $3.92 Million
43,291 Added 1563.42%
46,060 $3.59 Million
Q4 2022

Feb 02, 2023
SELL
$80.86 - $88.6 $3.47 Million - $3.8 Million
-42,894 Reduced 93.94%
2,769 $229,000
Q3 2022

Nov 08, 2022
SELL
N/A
-12,288 Reduced 21.2%
45,663 $3.4 Million
Q2 2022

Aug 11, 2022
BUY
N/A
4,187 Added 7.79%
57,951 $4.47 Million
Q1 2022

May 16, 2022
BUY
N/A
7,066 Added 15.13%
53,764 $5.02 Million
Q4 2021

Feb 04, 2022
BUY
N/A
46,698 New
46,698 $4.51 Million

Others Institutions Holding VFH

# of Institutions
662
Shares Held
48.3M
Call Options Held
85.1K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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