Congress Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,280 shares of VO stock, worth $334,668. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,280
Previous 1,133 12.97%
Holding current value
$334,668
Previous $283,000 9.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2024
BUY
$234.99 - $248.98 $34,543 - $36,600
147 Added 12.97%
1,280 $309,000
Q1 2024

Apr 18, 2024
SELL
$225.86 - $249.86 $101,411 - $112,187
-449 Reduced 28.38%
1,133 $283,000
Q4 2023

Feb 09, 2024
SELL
$195.66 - $233.95 $13,696 - $16,376
-70 Reduced 4.24%
1,582 $368,000
Q3 2023

Oct 30, 2023
BUY
$206.6 - $228.23 $341,303 - $377,035
1,652 New
1,652 $344,000
Q1 2023

Apr 14, 2023
BUY
$200.2 - $225.98 $4,404 - $4,971
22 Added 1.23%
1,809 $381,000
Q1 2022

May 16, 2022
BUY
$219.86 - $253.39 $65,958 - $76,017
300 Added 20.17%
1,787 $425,000
Q4 2021

Feb 04, 2022
BUY
$236.98 - $261.2 $352,389 - $388,404
1,487 New
1,487 $379,000

Others Institutions Holding VO

# of Institutions
2,016
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

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