Congress Wealth Management LLC Vanguard Utilities ETF Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 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 10,667 shares of VPU stock, worth $1.82 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,667
Previous 2,769
285.23%
Holding current value
$1.82 Million
Previous $481,000
262.37%
% of portfolio
0.03%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding VPU
# of Institutions
637Shares Held
17.9MCall Options Held
77.8KPut Options Held
29.6K-
Wealthfront Advisers LLC4.58MShares$782 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$191 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$170 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$168 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio