Congress Wealth Management LLC Vanguard Russell 2000 Growth E Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Congress Wealth Management LLC holds 54,217 shares of VTWG stock, worth $12.2 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
54,217
Previous 56,237
3.59%
Holding current value
$12.2 Million
Previous $10.7 Million
4.58%
% of portfolio
0.16%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding VTWG
# of Institutions
156Shares Held
2.44MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX360KShares$80.8 Million0.58% of portfolio
-
Bank Of America Corp Charlotte, NC296KShares$66.6 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ169KShares$38 Million0.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL136KShares$30.5 Million0.06% of portfolio
-
Assetmark, Inc125KShares$28 Million0.07% of portfolio