Congress Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Congress Wealth Management LLC holds 330,139 shares of VIG stock, worth $60.1 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

330,139

Previous 328,803 0.41%

Holding current value

$60.1 Million

Previous $59.9 Million 0.41%

% of portfolio

0.87%

Previous 0.83%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	N/A	1,336 Added 0.41%	330,139 $60.1 Million
Q3 2024 Nov 12, 2024	BUY	$182.15 - $182.15 $59.4 Million - $59.4 Million	325,868 Added 11102.83%	328,803 $59.9 Million
Q2 2024 Aug 13, 2024	BUY	$173.33 - $185.29 $97,064 - $103,762	560 Added 23.58%	2,935 $535,000
Q1 2024 Apr 18, 2024	SELL	$168.47 - $182.98 $391,524 - $425,245	-2,324 Reduced 49.46%	2,375 $433,000
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $66,220 - $75,481	441 Added 10.36%	4,699 $800,000
Q3 2023 Oct 30, 2023	BUY	$155.38 - $166.95 $198,264 - $213,028	1,276 Added 42.79%	4,258 $661,000
Q2 2023 Jul 13, 2023	SELL	$152.74 - $162.43 $25,507 - $27,125	-167 Reduced 5.3%	2,982 $484,000
Q1 2023 Apr 14, 2023	SELL	$147.24 - $158.33 $756,077 - $813,024	-5,135 Reduced 61.99%	3,149 $484,000
Q4 2022 Feb 02, 2023	BUY	$144.84 - $158.71 $713,337 - $781,646	4,925 Added 146.62%	8,284 $1.26 Million
Q2 2022 Aug 11, 2022	BUY	N/A	29 Added 0.87%	3,359 $482,000
Q1 2022 May 16, 2022	SELL	N/A	-1,730 Reduced 34.19%	3,330 $541,000
Q4 2021 Feb 04, 2022	BUY	N/A	5,060 New	5,060 $868,000

Others Institutions Holding VIG

# of Institutions

2,494

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Congress Wealth Management LLC Vanguard Dividend Appreciation Transaction History