Congress Wealth Management LLC Vanguard Intermediate Term Tre Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Congress Wealth Management LLC holds 53,781 shares of VGIT stock, worth $3.22 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

53,781

Previous 82,181 34.56%

Holding current value

$3.22 Million

Previous $4.77 Million 32.98%

% of portfolio

0.04%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$57.44 - $59.4 $1.63 Million - $1.69 Million	-28,400 Reduced 34.56%	53,781 $3.19 Million
Q4 2024 Feb 11, 2025	BUY	$57.78 - $60.4 $2.79 Million - $2.92 Million	48,333 Added 142.79%	82,181 $4.77 Million
Q3 2024 Nov 12, 2024	SELL	$57.8 - $60.8 $131,668 - $138,502	-2,278 Reduced 6.31%	33,848 $2.05 Million
Q2 2024 Aug 13, 2024	SELL	$57.14 - $58.53 $207,361 - $212,405	-3,629 Reduced 9.13%	36,126 $2.1 Million
Q1 2024 Apr 18, 2024	SELL	$58.07 - $59.52 $18,814 - $19,284	-324 Reduced 0.81%	39,755 $2.33 Million
Q4 2023 Feb 09, 2024	BUY	$56.15 - $59.51 $848,931 - $899,731	15,119 Added 60.57%	40,079 $2.38 Million
Q3 2023 Oct 30, 2023	SELL	$56.93 - $59.05 $132,191 - $137,114	-2,322 Reduced 8.51%	24,960 $1.43 Million
Q2 2023 Jul 13, 2023	SELL	$58.61 - $60.65 $42,902 - $44,395	-732 Reduced 2.61%	27,282 $1.6 Million
Q1 2023 Apr 14, 2023	SELL	$57.72 - $60.39 $285,136 - $298,326	-4,940 Reduced 14.99%	28,014 $1.68 Million
Q4 2022 Feb 02, 2023	BUY	$57.14 - $59.67 $1.88 Million - $1.97 Million	32,954 New	32,954 $1.93 Million

Others Institutions Holding VGIT

# of Institutions

879

Shares Held

404M

Call Options Held

8.8K

Put Options Held

13.7K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Congress Wealth Management LLC Vanguard Intermediate Term Tre Transaction History