Congress Wealth Management LLC Vanguard Large Cap ETF Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 962 shares of VV stock, worth $261,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares

962

Previous 48,322 98.01%

Holding current value

$261,404

Previous $12.1 Million 97.9%

% of portfolio

0.0%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$236.92 - $263.4 $11.2 Million - $12.5 Million	-47,360 Reduced 98.01%	962 $253,000
Q2 2024 Aug 13, 2024	BUY	$227.27 - $251.65 $909 - $1,006	4 Added 0.01%	48,322 $12.1 Million
Q1 2024 Apr 18, 2024	BUY	$214.62 - $240.49 $34,768 - $38,959	162 Added 0.34%	48,318 $11.6 Million
Q4 2023 Feb 09, 2024	BUY	$188.0 - $219.17 $67,680 - $78,901	360 Added 0.75%	48,156 $10.5 Million
Q3 2023 Oct 30, 2023	BUY	$195.09 - $209.59 $9.32 Million - $10 Million	47,796 New	47,796 $9.35 Million
Q1 2023 Apr 14, 2023	SELL	$172.79 - $190.36 $62,895 - $69,291	-364 Reduced 23.98%	1,154 $215,000
Q4 2022 Feb 02, 2023	SELL	$162.98 - $185.93 $4,889 - $5,577	-30 Reduced 1.94%	1,518 $264,000
Q3 2022 Nov 08, 2022	BUY	$163.56 - $196.95 $25,351 - $30,527	155 Added 11.13%	1,548 $253,000
Q2 2022 Aug 11, 2022	BUY	$167.29 - $210.78 $4,851 - $6,112	29 Added 2.13%	1,393 $240,000
Q1 2022 May 16, 2022	BUY	$191.25 - $221.63 $86,636 - $100,398	453 Added 49.73%	1,364 $285,000
Q4 2021 Feb 04, 2022	BUY	$200.26 - $221.75 $182,436 - $202,014	911 New	911 $201,000

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Vanguard Large Cap ETF Transaction History