Congress Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Congress Wealth Management LLC holds 855,218 shares of VTIP stock, worth $42.6 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

855,218

Previous 837,357 2.13%

Holding current value

$42.6 Million

Previous $41.3 Million 0.29%

% of portfolio

0.6%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$48.33 - $49.08 $863,222 - $876,617	17,861 Added 2.13%	855,218 $41.4 Million
Q3 2024 Nov 12, 2024	BUY	$48.06 - $49.39 $40 Million - $41.1 Million	833,045 Added 19319.23%	837,357 $41.3 Million
Q2 2024 Aug 13, 2024	BUY	$47.74 - $48.54 $205,854 - $209,304	4,312 New	4,312 $209,000
Q3 2022 Nov 08, 2022	SELL	$48.11 - $50.34 $3.71 Million - $3.88 Million	-77,088 Reduced 92.79%	5,987 $288,000
Q2 2022 Aug 11, 2022	BUY	$50.05 - $51.06 $2.63 Million - $2.68 Million	52,476 Added 171.5%	83,075 $4.16 Million
Q1 2022 May 16, 2022	BUY	$50.6 - $52.11 $763,048 - $785,818	15,080 Added 97.17%	30,599 $1.57 Million
Q4 2021 Feb 04, 2022	BUY	$51.18 - $52.61 $794,262 - $816,454	15,519 New	15,519 $798,000

Others Institutions Holding VTIP

# of Institutions

819

Shares Held

1.08B

Call Options Held

9.2K

Put Options Held

100

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About VANGUARD SHT TRM INFLT-PROT FD

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Congress Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History