Congress Wealth Management LLC Vanguard Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,404 shares of VGSH stock, worth $662,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,404
Previous 11,988 4.87%
Holding current value
$662,572
Previous $707,000 6.22%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$58.02 - $58.88 $33,883 - $34,385
-584 Reduced 4.87%
11,404 $663,000
Q3 2024

Nov 12, 2024
SELL
$57.74 - $59.13 $28,754 - $29,446
-498 Reduced 3.99%
11,988 $707,000
Q2 2024

Aug 13, 2024
BUY
$57.55 - $58.0 $4,028 - $4,060
70 Added 0.56%
12,486 $724,000
Q1 2024

Apr 18, 2024
BUY
$57.88 - $58.54 $2,720 - $2,751
47 Added 0.38%
12,416 $720,000
Q4 2023

Feb 09, 2024
SELL
$57.34 - $58.41 $175,288 - $178,559
-3,057 Reduced 19.82%
12,369 $721,000
Q3 2023

Oct 30, 2023
BUY
$57.47 - $57.91 $886,532 - $893,319
15,426 New
15,426 $888,000

Others Institutions Holding VGSH

# of Institutions
952
Shares Held
256M
Call Options Held
21.5K
Put Options Held
6K
View Full List

About VANGUARD

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