Congress Wealth Management LLC Vanguard Intermediate Term Tre Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

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 36,126 shares of VGIT stock, worth $2.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

36,126

Previous 39,755 9.13%

Holding current value

$2.12 Million

Previous $2.33 Million 9.63%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

728

Shares Held

372M

Call Options Held

25.2K

Put Options Held

14.3K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

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.

Account

Congress Wealth Management LLC Vanguard Intermediate Term Tre Transaction History