Congress Wealth Management LLC Vanguard Russell 2000 Growth E Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 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 54,812 shares of VTWG stock, worth $11.8 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

54,812

Previous 54,217 1.1%

Holding current value

$11.8 Million

Previous $11.2 Million 2.51%

% of portfolio

0.17%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$202.91 - $229.76 $120,731 - $136,707	595 Added 1.1%	54,812 $11.5 Million
Q3 2024 Nov 12, 2024	SELL	$186.75 - $211.16 $377,235 - $426,543	-2,020 Reduced 3.59%	54,217 $11.2 Million
Q2 2024 Aug 13, 2024	BUY	$178.44 - $195.65 $17,130 - $18,782	96 Added 0.17%	56,237 $10.7 Million
Q1 2024 Apr 18, 2024	BUY	$174.39 - $197.1 $23,717 - $26,805	136 Added 0.24%	56,141 $11.1 Million
Q4 2023 Feb 09, 2024	BUY	$148.6 - $187.42 $13,225 - $16,680	89 Added 0.16%	56,005 $10.3 Million
Q3 2023 Oct 30, 2023	BUY	$160.88 - $184.97 $9 Million - $10.3 Million	55,916 New	55,916 $9.12 Million

Others Institutions Holding VTWG

# of Institutions

172

Shares Held

2.25M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 2000 GROWTH E

Ticker VTWG
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Congress Wealth Management LLC Vanguard Russell 2000 Growth E Transaction History