Congress Wealth Management LLC Vanguard Russell 2000 Value Et Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 55,458 shares of VTWV stock, worth $8.07 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
55,458
Previous 56,168 1.26%
Holding current value
$8.07 Million
Previous $7.53 Million 8.37%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$132.06 - $150.96 $93,762 - $107,181
-710 Reduced 1.26%
55,458 $8.16 Million
Q2 2024

Aug 13, 2024
SELL
$128.57 - $139.92 $1,671 - $1,818
-13 Reduced 0.02%
56,168 $7.53 Million
Q1 2024

Apr 18, 2024
BUY
$128.13 - $139.82 $54,327 - $59,283
424 Added 0.76%
56,181 $7.86 Million
Q4 2023

Feb 09, 2024
SELL
$110.31 - $139.18 $6,618 - $8,350
-60 Reduced 0.11%
55,757 $7.62 Million
Q3 2023

Oct 30, 2023
BUY
$117.59 - $133.24 $6.56 Million - $7.44 Million
55,817 New
55,817 $6.66 Million

Others Institutions Holding VTWV

# of Institutions
156
Shares Held
2.38M
Call Options Held
1.3K
Put Options Held
500
View Full List

About VANGUARD RUSSELL 2000 VALUE ET

VTWV Quotes by TradingView
  • Ticker VTWV
  • Sector ETFs
  • Industry ETFs
More about VTWV
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