Congress Wealth Management LLC Vanguard Large Cap ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

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 4,970 shares of VV stock, worth $1.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,970

Previous 4,891 1.62%

Holding current value

$1.46 Million

Previous $1.26 Million 12.73%

% of portfolio

0.01%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$228.25 - $285.3 $18,031 - $22,538	79 Added 1.62%	4,970 $1.42 Million
Q1 2025 May 14, 2025	BUY	$253.32 - $282.66 $1.02 Million - $1.13 Million	4,007 Added 453.28%	4,891 $1.26 Million
Q4 2024 Feb 11, 2025	SELL	$260.27 - $280.65 $20,301 - $21,890	-78 Reduced 8.11%	884 $238,000
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

1,358

Shares Held

106M

Call Options Held

27.7K

Put Options Held

10.6K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Vanguard Large Cap ETF Transaction History