Congress Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 65,279 shares of VOO stock, worth $35.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

65,279

Previous 41,981 55.5%

Holding current value

$35.6 Million

Previous $21 Million 64.06%

% of portfolio

0.48%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $11.1 Million - $12.3 Million	23,298 Added 55.5%	65,279 $34.4 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $912,475 - $1.01 Million	-2,005 Reduced 4.56%	41,981 $21 Million
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $15,030 - $16,847	35 Added 0.08%	43,986 $21.1 Million
Q4 2023 Feb 09, 2024	SELL	$377.32 - $438.19 $882,551 - $1.02 Million	-2,339 Reduced 5.05%	43,951 $19.2 Million
Q3 2023 Oct 30, 2023	SELL	$392.7 - $420.68 $366,781 - $392,915	-934 Reduced 1.98%	46,290 $18.2 Million
Q2 2023 Jul 13, 2023	SELL	$371.44 - $407.28 $878,084 - $962,809	-2,364 Reduced 4.77%	47,224 $19.2 Million
Q1 2023 Apr 14, 2023	BUY	$348.66 - $382.94 $14.8 Million - $16.3 Million	42,470 Added 596.66%	49,588 $18.6 Million
Q4 2022 Feb 02, 2023	SELL	$327.64 - $374.54 $5.41 Million - $6.18 Million	-16,497 Reduced 69.86%	7,118 $2.5 Million
Q3 2022 Nov 08, 2022	BUY	$328.3 - $395.04 $91,267 - $109,821	278 Added 1.19%	23,615 $7.75 Million
Q2 2022 Aug 11, 2022	SELL	$337.07 - $419.85 $27,639 - $34,427	-82 Reduced 0.35%	23,337 $8.1 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $255,643 - $293,419	668 Added 2.94%	23,419 $9.72 Million
Q4 2021 Feb 04, 2022	BUY	$394.21 - $439.01 $8.97 Million - $9.99 Million	22,751 New	22,751 $9.93 Million

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Congress Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History