Congress Wealth Management LLC Vanguard Information Technolog Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,166 shares of VGT stock, worth $1.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,166

Previous 5,154 57.97%

Holding current value

$1.25 Million

Previous $2.7 Million 53.81%

% of portfolio

0.02%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$479.9 - $588.82 $1.43 Million - $1.76 Million	-2,988 Reduced 57.97%	2,166 $1.25 Million
Q1 2024 Apr 18, 2024	SELL	$462.18 - $530.16 $15,251 - $17,495	-33 Reduced 0.64%	5,154 $2.7 Million
Q4 2023 Feb 09, 2024	SELL	$399.56 - $486.79 $3.36 Million - $4.09 Million	-8,397 Reduced 61.82%	5,187 $2.51 Million
Q3 2023 Oct 30, 2023	BUY	$409.4 - $459.58 $4.46 Million - $5.01 Million	10,904 Added 406.87%	13,584 $5.64 Million
Q2 2023 Jul 13, 2023	BUY	$368.4 - $443.39 $594,597 - $715,631	1,614 Added 151.41%	2,680 $1.18 Million
Q1 2023 Apr 14, 2023	SELL	$311.14 - $385.47 $1,555 - $1,927	-5 Reduced 0.47%	1,066 $410,000
Q3 2022 Nov 08, 2022	SELL	$307.37 - $391.03 $12,602 - $16,032	-41 Reduced 3.69%	1,071 $330,000
Q2 2022 Aug 11, 2022	SELL	$315.97 - $423.43 $631 - $846	-2 Reduced 0.18%	1,112 $363,000
Q1 2022 May 16, 2022	BUY	$366.81 - $462.0 $408,626 - $514,668	1,114 New	1,114 $464,000

Others Institutions Holding VGT

# of Institutions

1,624

Shares Held

49.1M

Call Options Held

324K

Put Options Held

195K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Congress Wealth Management LLC Vanguard Information Technolog Transaction History