Congress Wealth Management LLC Vanguard Financial ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

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 41,103 shares of VFH stock, worth $5.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
41,103
Previous 32,352 27.05%
Holding current value
$5.25 Million
Previous $3.87 Million 35.37%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$104.87 - $127.3 $917,717 - $1.11 Million
8,751 Added 27.05%
41,103 $5.23 Million
Q1 2025

May 14, 2025
SELL
$114.07 - $127.34 $1.73 Million - $1.93 Million
-15,129 Reduced 31.86%
32,352 $3.87 Million
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
804
Shares Held
54.9M
Call Options Held
61.9K
Put Options Held
6.9K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email