Congress Wealth Management LLC Vanguard Utilities ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,769 shares of VPU stock, worth $460,789. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,769
Holding current value
$460,789
% of portfolio
0.01%

Shares

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

Nov 12, 2024
BUY
$146.64 - $174.54 $406,046 - $483,301
2,769 New
2,769 $481,000
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
596
Shares Held
12.3M
Call Options Held
39.2K
Put Options Held
20.4K
View Full List

About VANGUARD UTILITIES ETF

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