Congress Wealth Management LLC Vanguard Consumer Staples ETF Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,436 shares of VDC stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,436
Previous 17,514 63.25%
Holding current value
$1.37 Million
Previous $3.83 Million 64.45%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Feb 11, 2025
SELL
$210.96 - $223.62 $2.34 Million - $2.48 Million
-11,078 Reduced 63.25%
6,436 $1.36 Million
Q3 2024

Nov 12, 2024
BUY
$201.77 - $221.32 $1.22 Million - $1.34 Million
6,036 Added 52.59%
17,514 $3.83 Million
Q2 2024

Aug 13, 2024
BUY
$194.57 - $209.07 $1.2 Million - $1.29 Million
6,156 Added 115.67%
11,478 $2.33 Million
Q1 2024

Apr 18, 2024
SELL
$189.57 - $204.14 $45,117 - $48,585
-238 Reduced 4.28%
5,322 $1.09 Million
Q4 2023

Feb 09, 2024
BUY
$175.13 - $191.99 $973,722 - $1.07 Million
5,560 New
5,560 $1.06 Million
Q2 2023

Jul 13, 2023
BUY
$189.34 - $200.8 $891,412 - $945,366
4,708 Added 79.11%
10,659 $2.07 Million
Q1 2023

Apr 14, 2023
BUY
$184.07 - $195.02 $885,744 - $938,436
4,812 Added 422.48%
5,951 $1.15 Million
Q4 2022

Feb 02, 2023
SELL
$171.56 - $199.59 $2.04 Million - $2.37 Million
-11,883 Reduced 91.25%
1,139 $218,000
Q3 2022

Nov 08, 2022
BUY
$171.79 - $199.02 $20,786 - $24,081
121 Added 0.94%
13,022 $2.24 Million
Q2 2022

Aug 11, 2022
SELL
$177.06 - $208.31 $27,444 - $32,288
-155 Reduced 1.19%
12,901 $2.39 Million
Q1 2022

May 16, 2022
BUY
$185.1 - $200.92 $395,928 - $429,767
2,139 Added 19.59%
13,056 $2.56 Million
Q4 2021

Feb 04, 2022
BUY
$179.09 - $199.88 $1.96 Million - $2.18 Million
10,917 New
10,917 $2.18 Million

Others Institutions Holding VDC

# of Institutions
667
Shares Held
15.8M
Call Options Held
2.5K
Put Options Held
0
View Full List

About VANGUARD CONSUMER STAPLES ETF

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