Congress Wealth Management LLC Vanguard Ftse All World Ex Us Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Congress Wealth Management LLC holds 68,064 shares of VEU stock, worth $4.19 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

68,064

Previous 62,815 8.36%

Holding current value

$4.19 Million

Previous $3.96 Million 1.26%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$57.29 - $63.1 $300,715 - $331,211	5,249 Added 8.36%	68,064 $3.91 Million
Q3 2024 Nov 12, 2024	BUY	$56.47 - $63.69 $3.55 Million - $4 Million	62,815 New	62,815 $3.96 Million
Q4 2023 Feb 09, 2024	BUY	$49.57 - $56.14 $265,199 - $300,349	5,350 New	5,350 $300,000
Q1 2023 Apr 14, 2023	SELL	$50.42 - $55.03 $572,821 - $625,195	-11,361 Reduced 45.37%	13,679 $731,000
Q4 2022 Feb 02, 2023	SELL	$44.03 - $52.21 $2.36 Million - $2.8 Million	-53,696 Reduced 68.2%	25,040 $1.26 Million
Q3 2022 Nov 08, 2022	SELL	$44.35 - $52.71 $73,133 - $86,918	-1,649 Reduced 2.05%	78,736 $3.49 Million
Q2 2022 Aug 11, 2022	SELL	$49.43 - $58.65 $3.24 Million - $3.84 Million	-65,475 Reduced 44.89%	80,385 $4.02 Million
Q1 2022 May 16, 2022	SELL	$53.45 - $62.56 $137,366 - $160,779	-2,570 Reduced 1.73%	145,860 $8.4 Million
Q4 2021 Feb 04, 2022	BUY	$59.38 - $63.62 $8.81 Million - $9.44 Million	148,430 New	148,430 $9.1 Million

Others Institutions Holding VEU

# of Institutions

1,398

Shares Held

313M

Call Options Held

17.1K

Put Options Held

4.4K

View Full List

About VANGUARD FTSE ALL- WORLD EX-US

Ticker VEU
Sector ETFs
Industry ETFs

More about VEU

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 Ftse All World Ex Us Transaction History