A detailed history of Congress Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,242 shares of VOE stock, worth $555,776. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,242
Holding current value
$555,776
% of portfolio
0.01%

Shares

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

Nov 12, 2024

BUY
$149.02 - $167.67 $483,122 - $543,586
3,242 New
3,242 $543,000
Q1 2022

May 16, 2022

SELL
$140.72 - $152.6 $669,827 - $726,376
-4,760 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$140.47 - $150.69 $668,637 - $717,284
4,760 New
4,760 $716,000

Others Institutions Holding VOE

About VANGUARD MID-CAP VALUE INDEX F


  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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.