Congress Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Congress Wealth Management LLC holds 40,591 shares of BSV stock, worth $3.15 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

40,591

Previous 40,427 0.41%

Holding current value

$3.15 Million

Previous $3.18 Million 1.41%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$77.02 - $78.58 $12,631 - $12,887	164 Added 0.41%	40,591 $3.14 Million
Q3 2024 Nov 12, 2024	BUY	$76.38 - $78.87 $2.79 Million - $2.88 Million	36,469 Added 921.4%	40,427 $3.18 Million
Q2 2024 Aug 13, 2024	BUY	$75.81 - $76.76 $79,145 - $80,137	1,044 Added 35.83%	3,958 $303,000
Q1 2024 Apr 18, 2024	BUY	$76.34 - $77.25 $1,908 - $1,931	25 Added 0.87%	2,914 $223,000
Q4 2023 Feb 09, 2024	BUY	$74.64 - $77.03 $298 - $308	4 Added 0.14%	2,889 $222,000
Q3 2023 Oct 30, 2023	BUY	$74.97 - $75.93 $216,288 - $219,058	2,885 New	2,885 $216,000
Q1 2022 May 16, 2022	SELL	$77.66 - $80.73 $207,429 - $215,629	-2,671 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$80.78 - $81.98 $215,763 - $218,968	2,671 New	2,671 $216,000

Others Institutions Holding BSV

# of Institutions

1,341

Shares Held

386M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

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 Bd Index Fd Inc Short Transaction History