Congress Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 61,062 shares of VTI stock, worth $17.5 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

61,062

Previous 43,899 39.1%

Holding current value

$17.5 Million

Previous $12.4 Million 42.37%

% of portfolio

0.26%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$280.04 - $302.45 $4.81 Million - $5.19 Million	17,163 Added 39.1%	61,062 $17.7 Million
Q3 2024 Nov 12, 2024	BUY	$255.18 - $283.2 $9.33 Million - $10.4 Million	36,572 Added 499.14%	43,899 $12.4 Million
Q2 2024 Aug 13, 2024	SELL	$245.23 - $269.4 $638,578 - $701,517	-2,604 Reduced 26.22%	7,327 $1.96 Million
Q1 2024 Apr 18, 2024	SELL	$232.77 - $260.14 $3.39 Million - $3.79 Million	-14,556 Reduced 59.44%	9,931 $2.58 Million
Q4 2023 Feb 09, 2024	BUY	$203.12 - $238.25 $2.89 Million - $3.39 Million	14,218 Added 138.46%	24,487 $5.81 Million
Q3 2023 Oct 30, 2023	BUY	$211.41 - $228.35 $627,253 - $677,514	2,967 Added 40.63%	10,269 $2.18 Million
Q2 2023 Jul 13, 2023	BUY	$200.75 - $220.28 $61,028 - $66,965	304 Added 4.34%	7,302 $1.61 Million
Q1 2023 Apr 14, 2023	SELL	$189.85 - $210.01 $107,265 - $118,655	-565 Reduced 7.47%	6,998 $1.43 Million
Q4 2022 Feb 02, 2023	SELL	$179.3 - $204.18 $1.14 Million - $1.29 Million	-6,334 Reduced 45.58%	7,563 $1.45 Million
Q3 2022 Nov 08, 2022	BUY	$179.47 - $216.24 $42,175 - $50,816	235 Added 1.72%	13,897 $2.49 Million
Q2 2022 Aug 11, 2022	SELL	$183.02 - $230.52 $310,035 - $390,500	-1,694 Reduced 11.03%	13,662 $2.58 Million
Q1 2022 May 16, 2022	SELL	$209.9 - $242.97 $4.96 Million - $5.75 Million	-23,653 Reduced 60.63%	15,356 $3.5 Million
Q4 2021 Feb 04, 2022	BUY	$221.73 - $242.96 $8.65 Million - $9.48 Million	39,009 New	39,009 $9.42 Million

Others Institutions Holding VTI

# of Institutions

3,369

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Congress Wealth Management LLC Vanguard Total Stock Market Et Transaction History