Congress Wealth Management LLC Vanguard Growth ETF Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 28,473 shares of VUG stock, worth $11.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

28,473

Previous 26,307 8.23%

Holding current value

$11.5 Million

Previous $9.84 Million 11.1%

% of portfolio

0.15%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$341.08 - $391.94 $738,779 - $848,942	2,166 Added 8.23%	28,473 $10.9 Million
Q2 2024 Aug 13, 2024	SELL	$322.46 - $377.11 $599,130 - $700,670	-1,858 Reduced 6.6%	26,307 $9.84 Million
Q1 2024 Apr 18, 2024	SELL	$301.05 - $346.61 $267,934 - $308,482	-890 Reduced 3.06%	28,165 $9.69 Million
Q4 2023 Feb 09, 2024	BUY	$261.54 - $312.16 $246,632 - $294,366	943 Added 3.35%	29,055 $9.03 Million
Q3 2023 Oct 30, 2023	BUY	$269.56 - $293.5 $7.58 Million - $8.25 Million	28,112 New	28,112 $7.66 Million
Q4 2022 Feb 02, 2023	BUY	$208.44 - $233.81 $37,936 - $42,553	182 Added 19.22%	1,129 $240,000
Q3 2022 Nov 08, 2022	SELL	$213.95 - $266.28 $66,324 - $82,546	-310 Reduced 24.66%	947 $203,000
Q2 2022 Aug 11, 2022	SELL	$214.97 - $293.87 $170,901 - $233,626	-795 Reduced 38.74%	1,257 $280,000
Q1 2022 May 16, 2022	SELL	$254.37 - $323.09 $7,631 - $9,692	-30 Reduced 1.44%	2,052 $590,000
Q4 2021 Feb 04, 2022	BUY	$287.0 - $325.67 $597,534 - $678,044	2,082 New	2,082 $669,000

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Vanguard Growth ETF Transaction History