Congress Wealth Management LLC Vanguard Health Care ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 79,099 shares of VHT stock, worth $21.5 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
79,099
Previous 79,704
0.76%
Holding current value
$21.5 Million
Previous $21.2 Million
5.28%
% of portfolio
0.31%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding VHT
# of Institutions
1,101Shares Held
23.8MCall Options Held
33.1KPut Options Held
6.96K-
Morgan Stanley New York, NY1.68MShares$456 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$429 Million0.04% of portfolio
-
Ubs Group Ag1.32MShares$358 Million0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.05MShares$286 Million6.33% of portfolio
-
Wells Fargo & Company San Francisco, CA892KShares$242 Million0.06% of portfolio