Congress Wealth Management LLC Vanguard Energy ETF Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,338 shares of VDE stock, worth $942,444. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,338
Previous 7,352 13.41%
Holding current value
$942,444
Previous $900,000 12.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
BUY
$116.67 - $136.78 $115,036 - $134,865
986 Added 13.41%
8,338 $1.01 Million
Q3 2024

Nov 12, 2024
SELL
$117.44 - $131.06 $1.36 Million - $1.51 Million
-11,555 Reduced 61.11%
7,352 $900,000
Q2 2024

Aug 13, 2024
SELL
$123.17 - $136.7 $184,755 - $205,049
-1,500 Reduced 7.35%
18,907 $2.41 Million
Q1 2024

Apr 18, 2024
SELL
$111.77 - $131.7 $974,634 - $1.15 Million
-8,720 Reduced 29.94%
20,407 $2.69 Million
Q4 2023

Feb 09, 2024
BUY
$113.37 - $128.78 $121,532 - $138,052
1,072 Added 3.82%
29,127 $3.42 Million
Q3 2023

Oct 30, 2023
BUY
$110.08 - $130.52 $550 - $652
5 Added 0.02%
28,055 $3.56 Million
Q2 2023

Jul 13, 2023
BUY
$105.87 - $119.99 $423,162 - $479,600
3,997 Added 16.62%
28,050 $3.17 Million
Q1 2023

Apr 14, 2023
BUY
$106.22 - $128.7 $2.55 Million - $3.1 Million
24,053 New
24,053 $2.75 Million
Q3 2022

Nov 08, 2022
BUY
$93.77 - $118.45 $380,799 - $481,025
4,061 Added 15.65%
30,009 $3.05 Million
Q2 2022

Aug 11, 2022
SELL
$97.94 - $128.99 $523,097 - $688,935
-5,341 Reduced 17.07%
25,948 $2.58 Million
Q1 2022

May 16, 2022
SELL
$80.1 - $110.55 $244,144 - $336,956
-3,048 Reduced 8.88%
31,289 $3.35 Million
Q4 2021

Feb 04, 2022
BUY
$74.1 - $83.72 $2.54 Million - $2.87 Million
34,337 New
34,337 $2.67 Million

Others Institutions Holding VDE

# of Institutions
753
Shares Held
23.6M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

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