Congress Wealth Management LLC Vanguard Financial ETF Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 47,481 shares of VFH stock, worth $5.36 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

47,481

Previous 48,074 1.23%

Holding current value

$5.36 Million

Previous $5.28 Million 6.11%

% of portfolio

0.08%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$108.87 - $126.2 $64,559 - $74,836	-593 Reduced 1.23%	47,481 $5.61 Million
Q3 2024 Nov 12, 2024	BUY	$99.27 - $111.21 $74,253 - $83,185	748 Added 1.58%	48,074 $5.28 Million
Q2 2024 Aug 13, 2024	BUY	$95.9 - $103.0 $22,632 - $24,308	236 Added 0.5%	47,326 $4.73 Million
Q1 2024 Apr 18, 2024	BUY	$90.62 - $102.39 $923,055 - $1.04 Million	10,186 Added 27.6%	47,090 $4.82 Million
Q4 2023 Feb 09, 2024	BUY	$75.97 - $92.67 $2.59 Million - $3.15 Million	34,034 Added 1185.85%	36,904 $3.4 Million
Q3 2023 Oct 30, 2023	SELL	$80.32 - $86.71 $1.59 Million - $1.72 Million	-19,804 Reduced 87.34%	2,870 $230,000
Q2 2023 Jul 13, 2023	SELL	$74.65 - $81.49 $1.75 Million - $1.91 Million	-23,386 Reduced 50.77%	22,674 $1.84 Million
Q1 2023 Apr 14, 2023	BUY	$74.95 - $90.64 $3.24 Million - $3.92 Million	43,291 Added 1563.42%	46,060 $3.59 Million
Q4 2022 Feb 02, 2023	SELL	$74.7 - $88.6 $3.2 Million - $3.8 Million	-42,894 Reduced 93.94%	2,769 $229,000
Q3 2022 Nov 08, 2022	SELL	$74.44 - $88.21 $914,718 - $1.08 Million	-12,288 Reduced 21.2%	45,663 $3.4 Million
Q2 2022 Aug 11, 2022	BUY	$75.42 - $93.29 $315,783 - $390,605	4,187 Added 7.79%	57,951 $4.47 Million
Q1 2022 May 16, 2022	BUY	$87.26 - $101.75 $616,579 - $718,965	7,066 Added 15.13%	53,764 $5.02 Million
Q4 2021 Feb 04, 2022	BUY	$92.72 - $100.95 $4.33 Million - $4.71 Million	46,698 New	46,698 $4.51 Million

Others Institutions Holding VFH

# of Institutions

774

Shares Held

54.5M

Call Options Held

49.9K

Put Options Held

4.6K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
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Congress Wealth Management LLC Vanguard Financial ETF Transaction History