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 $20.8 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
79,099
Previous 79,704
0.76%
Holding current value
$20.8 Million
Previous $21.2 Million
5.28%
% of portfolio
0.31%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding VHT
# of Institutions
1,110Shares Held
24.1MCall Options Held
32.3KPut Options Held
7.46K-
Morgan Stanley New York, NY1.61MShares$422 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$412 Million0.04% of portfolio
-
Ubs Group Ag1.35MShares$355 Million0.08% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.07MShares$281 Million6.16% of portfolio
-
Wells Fargo & Company San Francisco, CA892KShares$235 Million0.06% of portfolio