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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$261.88 - $288.1 $158,437 - $174,300
-605 Reduced 0.76%
79,099 $22.3 Million
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

About VANGUARD HEALTH CARE ETF


  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.