Congress Wealth Management LLC Vanguard Health Care ETF Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 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 79,704 shares of VHT stock, worth $22.7 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
79,704
Holding current value
$22.7 Million
% of portfolio
0.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$252.83 - $269.37 $20.2 Million - $21.5 Million
79,704 New
79,704 $21.2 Million
Q3 2023

Oct 30, 2023
SELL
$235.1 - $250.77 $335,957 - $358,350
-1,429 Reduced 1.74%
80,817 $19 Million
Q2 2023

Jul 13, 2023
SELL
$234.11 - $249.3 $714,737 - $761,112
-3,053 Reduced 3.58%
82,246 $20.1 Million
Q1 2023

Apr 14, 2023
SELL
$228.23 - $249.0 $162,043 - $176,790
-710 Reduced 0.83%
85,299 $20.3 Million
Q4 2022

Feb 02, 2023
BUY
$224.15 - $255.96 $107,143 - $122,348
478 Added 0.56%
86,009 $21.3 Million
Q3 2022

Nov 08, 2022
SELL
$223.7 - $250.44 $150,773 - $168,796
-674 Reduced 0.78%
85,531 $19.1 Million
Q2 2022

Aug 11, 2022
SELL
$219.51 - $264.47 $26,341 - $31,736
-120 Reduced 0.14%
86,205 $20.3 Million
Q1 2022

May 16, 2022
SELL
$235.27 - $264.71 $1.85 Million - $2.08 Million
-7,843 Reduced 8.33%
86,325 $22 Million
Q4 2021

Feb 04, 2022
BUY
$243.71 - $267.51 $22.9 Million - $25.2 Million
94,168 New
94,168 $25.1 Million

Others Institutions Holding VHT

# of Institutions
1,066
Shares Held
23.9M
Call Options Held
33.1K
Put Options Held
6.1K
View Full List

About VANGUARD HEALTH CARE ETF

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