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 $11.7 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
54,217
Previous 56,237
3.59%
Holding current value
$11.7 Million
Previous $10.7 Million
4.58%
% of portfolio
0.16%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding VTWG
# of Institutions
159Shares Held
2.45MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX363KShares$78.1 Million0.6% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$64.7 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ169KShares$36.4 Million0.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL137KShares$29.4 Million0.06% of portfolio
-
Assetmark, Inc125KShares$26.8 Million0.07% of portfolio