Congress Wealth Management LLC Vanguard Large Cap ETF Transaction History

Congress Wealth Management LLC

$5.64 Billion
Q1 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 48,318 shares of VV stock, worth $12.3 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

48,318

Previous 48,156 0.34%

Holding current value

$12.3 Million

Previous $10.5 Million 10.27%

% of portfolio

0.21%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$170.57 - $185.93 $5,117 - $5,577	-30 Reduced 1.94%	1,518 $264,000

Q3 2022 Nov 08, 2022	BUY	N/A	155 Added 11.13%	1,548 $253,000
Q2 2022 Aug 11, 2022	BUY	N/A	29 Added 2.13%	1,393 $240,000
Q1 2022 May 16, 2022	BUY	N/A	453 Added 49.73%	1,364 $285,000
Q4 2021 Feb 04, 2022	BUY	N/A	911 New	911 $201,000

Others Institutions Holding VV

# of Institutions

1,097

Shares Held

99.9M

Call Options Held

30.3K

Put Options Held

19.4K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Congress Wealth Management LLC Vanguard Large Cap ETF Transaction History