Congress Wealth Management LLC Vanguard Ftse Emerging Mkts Et Transaction History

Congress Wealth Management LLC

$5.64 Billion
Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 194,205 shares of VWO stock, worth $8.68 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

194,205

Previous 223,574 13.14%

Holding current value

$8.68 Million

Previous $9.19 Million 11.72%

% of portfolio

0.14%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$39.04 - $42.23 $1.15 Million - $1.24 Million	-29,369 Reduced 13.14%	194,205 $8.11 Million
Q4 2023 Feb 09, 2024	SELL	$37.74 - $41.31 $265,651 - $290,781	-7,039 Reduced 3.05%	223,574 $9.19 Million
Q3 2023 Oct 30, 2023	BUY	$39.04 - $43.07 $970,104 - $1.07 Million	24,849 Added 12.08%	230,613 $9.04 Million
Q2 2023 Jul 13, 2023	SELL	$39.05 - $42.09 $305,449 - $329,227	-7,822 Reduced 3.66%	205,764 $8.37 Million
Q1 2023 Apr 14, 2023	SELL	$38.45 - $43.18 $449,326 - $504,601	-11,686 Reduced 5.19%	213,586 $8.63 Million

Q4 2022 Feb 02, 2023	BUY	$36.93 - $40.67 $176,820 - $194,727	4,788 Added 2.17%	225,272 $8.78 Million
Q3 2022 Nov 08, 2022	BUY	$37.52 - $42.54 $2.69 Million - $3.05 Million	71,709 Added 48.2%	220,484 $8.05 Million
Q2 2022 Aug 11, 2022	SELL	$40.48 - $47.83 $4,128 - $4,878	-102 Reduced 0.07%	148,775 $6.2 Million
Q1 2022 May 16, 2022	SELL	$42.79 - $51.23 $2.21 Million - $2.64 Million	-51,541 Reduced 25.72%	148,877 $6.87 Million
Q4 2021 Feb 04, 2022	BUY	$47.81 - $52.33 $9.58 Million - $10.5 Million	200,418 New	200,418 $9.91 Million

Others Institutions Holding VWO

# of Institutions

2,156

Shares Held

1.27B

Call Options Held

1.31M

Put Options Held

1.66M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Congress Wealth Management LLC Vanguard Ftse Emerging Mkts Et Transaction History