Congress Wealth Management LLC Vanguard Mortg Backed Sec ETF Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 122,204 shares of VMBS stock, worth $5.52 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
122,204
Previous 75,945 60.91%
Holding current value
$5.52 Million
Previous $3.59 Million 54.53%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Feb 11, 2025
BUY
$45.17 - $47.23 $2.09 Million - $2.18 Million
46,259 Added 60.91%
122,204 $5.54 Million
Q3 2024

Nov 12, 2024
SELL
$44.9 - $47.55 $295,442 - $312,879
-6,580 Reduced 7.97%
75,945 $3.59 Million
Q2 2024

Aug 13, 2024
BUY
$44.15 - $45.75 $3.64 Million - $3.78 Million
82,525 New
82,525 $3.75 Million
Q3 2023

Oct 30, 2023
BUY
$43.61 - $46.21 $246,352 - $261,040
5,649 Added 15.48%
42,147 $1.85 Million
Q2 2023

Jul 13, 2023
SELL
$45.49 - $47.04 $18,423 - $19,051
-405 Reduced 1.1%
36,498 $1.68 Million
Q1 2023

Apr 14, 2023
SELL
$45.14 - $47.41 $21.4 Million - $22.4 Million
-472,989 Reduced 92.76%
36,903 $1.72 Million
Q4 2022

Feb 02, 2023
BUY
$43.58 - $46.9 $21.6 Million - $23.3 Million
496,523 Added 3713.99%
509,892 $23.2 Million
Q3 2022

Nov 08, 2022
BUY
$44.41 - $49.27 $127,190 - $141,109
2,864 Added 27.26%
13,369 $603,000
Q2 2022

Aug 11, 2022
SELL
$46.23 - $49.83 $278,998 - $300,724
-6,035 Reduced 36.49%
10,505 $502,000
Q1 2022

May 16, 2022
SELL
$49.53 - $52.66 $23,378 - $24,855
-472 Reduced 2.77%
16,540 $829,000
Q4 2021

Feb 04, 2022
BUY
$52.71 - $53.35 $896,702 - $907,590
17,012 New
17,012 $899,000

Others Institutions Holding VMBS

# of Institutions
654
Shares Held
355M
Call Options Held
900
Put Options Held
300
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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