Congress Wealth Management LLC Vanguard Russell 1000 Growth E Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Congress Wealth Management LLC holds 595,154 shares of VONG stock, worth $56.8 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
595,154
Previous 592,746
0.41%
Holding current value
$56.8 Million
Previous $46.2 Million
11.54%
% of portfolio
0.91%
Previous 0.86%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
596Shares Held
144MCall Options Held
6.8KPut Options Held
3K-
Bank Of America Corp Charlotte, NC29.7MShares$2.83 Billion0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.08 Billion0.27% of portfolio
-
Avantax Advisory Services, Inc.10.8MShares$1.03 Billion8.4% of portfolio
-
Morgan Stanley New York, NY5.8MShares$553 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.6MShares$439 Million0.22% of portfolio