Congress Wealth Management LLC Vanguard Consumer Discretionar Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,295 shares of VCR stock, worth $494,249. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,295
Previous 1,204 7.56%
Holding current value
$494,249
Previous $409,000 18.83%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$328.51 - $401.37 $29,894 - $36,524
91 Added 7.56%
1,295 $486,000
Q2 2024

Aug 13, 2024
BUY
$292.03 - $315.87 $351,604 - $380,307
1,204 New
1,204 $376,000
Q3 2023

Oct 30, 2023
BUY
$265.85 - $296.58 $118,037 - $131,681
444 Added 16.24%
3,178 $856,000
Q2 2023

Jul 13, 2023
SELL
$243.5 - $283.2 $585,130 - $680,529
-2,403 Reduced 46.78%
2,734 $774,000
Q1 2023

Apr 14, 2023
BUY
$217.79 - $265.16 $223,888 - $272,584
1,028 Added 25.02%
5,137 $1.3 Million
Q4 2022

Feb 02, 2023
BUY
$213.95 - $246.49 $460,420 - $530,446
2,152 Added 109.96%
4,109 $899,000
Q3 2022

Nov 08, 2022
BUY
$231.64 - $287.67 $24,090 - $29,917
104 Added 5.61%
1,957 $460,000
Q1 2022

May 16, 2022
SELL
$271.48 - $348.23 $32,306 - $41,439
-119 Reduced 6.03%
1,853 $566,000
Q4 2021

Feb 04, 2022
BUY
$309.2 - $355.63 $609,742 - $701,302
1,972 New
1,972 $672,000

Others Institutions Holding VCR

# of Institutions
565
Shares Held
13.5M
Call Options Held
16.6K
Put Options Held
11.9K
View Full List

About VANGUARD CONSUMER DISCRETIONAR

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