Congress Wealth Management LLC Vanguard Value ETF Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 102,241 shares of VTV stock, worth $16.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
102,241
Previous 102,265 0.02%
Holding current value
$16.4 Million
Previous $15.3 Million 8.91%
% of portfolio
0.3%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$147.46 - $162.86 $3,539 - $3,908
-24 Reduced 0.02%
102,241 $16.7 Million
Q4 2023

Feb 09, 2024
SELL
$131.82 - $149.95 $33,482 - $38,087
-254 Reduced 0.25%
102,265 $15.3 Million
Q3 2023

Oct 30, 2023
BUY
$137.93 - $147.18 $14.1 Million - $15.1 Million
102,519 New
102,519 $14.1 Million
Q1 2023

Apr 14, 2023
BUY
$132.13 - $144.96 $272,584 - $299,052
2,063 New
2,063 $284,000

Others Institutions Holding VTV

# of Institutions
2,156
Shares Held
493M
Call Options Held
259K
Put Options Held
44.5K
View Full List

About VANGUARD VALUE ETF

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