Congress Wealth Management LLC Vanguard Utilities ETF Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	SELL	$127.23 - $148.54 $383,089 - $447,253	-3,011 Reduced 10.3%	26,231 $3.35 Million
Q2 2023 Jul 13, 2023	SELL	$140.07 - $152.05 $488,003 - $529,742	-3,484 Reduced 10.65%	29,242 $4.16 Million
Q1 2023 Apr 14, 2023	SELL	$139.89 - $156.95 $1.08 Million - $1.21 Million	-7,732 Reduced 19.11%	32,726 $4.83 Million
Q4 2022 Feb 02, 2023	SELL	$134.2 - $158.16 $682,541 - $804,401	-5,086 Reduced 11.17%	40,458 $6.2 Million
Q3 2022 Nov 08, 2022	SELL	$142.26 - $169.41 $345,976 - $412,005	-2,432 Reduced 5.07%	45,544 $6.48 Million
Q2 2022 Aug 11, 2022	SELL	$141.44 - $166.95 $50,494 - $59,601	-357 Reduced 0.74%	47,976 $7.31 Million
Q1 2022 May 16, 2022	BUY	$141.64 - $162.04 $252,119 - $288,431	1,780 Added 3.82%	48,333 $7.82 Million
Q4 2021 Feb 04, 2022	BUY	$139.21 - $156.4 $6.48 Million - $7.28 Million	46,553 New	46,553 $7.28 Million

Others Institutions Holding VPU

# of Institutions

547

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
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