Congress Wealth Management LLC Vanguard Ftse Emerging Mkts Et Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 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 401,352 shares of VWO stock, worth $18.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

401,352

Previous 256,645 56.38%

Holding current value

$18.3 Million

Previous $11.2 Million 71.01%

% of portfolio

0.27%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$41.9 - $48.26 $6.06 Million - $6.98 Million	144,707 Added 56.38%	401,352 $19.2 Million
Q2 2024 Aug 13, 2024	BUY	$40.83 - $44.89 $2.55 Million - $2.8 Million	62,440 Added 32.15%	256,645 $11.2 Million
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	$35.32 - $40.67 $169,112 - $194,727	4,788 Added 2.17%	225,272 $8.78 Million
Q3 2022 Nov 08, 2022	BUY	$36.49 - $42.54 $2.62 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

2,258

Shares Held

1.28B

Call Options Held

1.58M

Put Options Held

1.48M

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About VANGUARD FTSE EMERGING MKTS ET

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