Congress Wealth Management LLC Vanguard Small Cap ETF Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,517 shares of VB stock, worth $3.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,517
Previous 12,115 11.57%
Holding current value
$3.3 Million
Previous $2.87 Million 13.02%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Feb 11, 2025
BUY
$233.76 - $261.58 $327,731 - $366,735
1,402 Added 11.57%
13,517 $3.25 Million
Q3 2024

Nov 12, 2024
BUY
$214.77 - $237.72 $1.03 Million - $1.14 Million
4,811 Added 65.87%
12,115 $2.87 Million
Q2 2024

Aug 13, 2024
BUY
$210.76 - $226.94 $24,026 - $25,871
114 Added 1.59%
7,304 $1.59 Million
Q1 2024

Apr 18, 2024
SELL
$204.0 - $228.59 $222,768 - $249,620
-1,092 Reduced 13.19%
7,190 $1.64 Million
Q4 2023

Feb 09, 2024
BUY
$175.26 - $215.9 $172,455 - $212,445
984 Added 13.48%
8,282 $1.77 Million
Q3 2023

Oct 30, 2023
BUY
$186.24 - $208.75 $1.36 Million - $1.52 Million
7,298 New
7,298 $1.38 Million
Q1 2023

Apr 14, 2023
SELL
$179.51 - $208.76 $36,620 - $42,587
-204 Reduced 11.52%
1,567 $297,000
Q3 2022

Nov 08, 2022
SELL
$170.45 - $206.62 $10,227 - $12,397
-60 Reduced 3.28%
1,771 $302,000
Q2 2022

Aug 11, 2022
BUY
$170.7 - $214.67 $341 - $429
2 Added 0.11%
1,831 $323,000
Q1 2022

May 16, 2022
SELL
$198.73 - $227.97 $174,286 - $199,929
-877 Reduced 32.41%
1,829 $389,000
Q4 2021

Feb 04, 2022
BUY
$215.13 - $239.37 $582,141 - $647,735
2,706 New
2,706 $612,000

Others Institutions Holding VB

# of Institutions
2,255
Shares Held
157M
Call Options Held
102K
Put Options Held
34.7K
View Full List

About VANGUARD SMALL-CAP ETF

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