Congress Wealth Management LLC Vanguard Intermediate Term Tre Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Congress Wealth Management LLC holds 54,133 shares of VGIT stock, worth $3.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
54,133
Previous 53,781 0.65%
Holding current value
$3.25 Million
Previous $3.19 Million 1.35%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 13, 2025
BUY
$58.63 - $59.9 $20,637 - $21,084
352 Added 0.65%
54,133 $3.24 Million
Q1 2025

May 14, 2025
SELL
$57.44 - $59.4 $1.63 Million - $1.69 Million
-28,400 Reduced 34.56%
53,781 $3.19 Million
Q4 2024

Feb 11, 2025
BUY
$57.78 - $60.4 $2.79 Million - $2.92 Million
48,333 Added 142.79%
82,181 $4.77 Million
Q3 2024

Nov 12, 2024
SELL
$57.8 - $60.8 $131,668 - $138,502
-2,278 Reduced 6.31%
33,848 $2.05 Million
Q2 2024

Aug 13, 2024
SELL
$57.14 - $58.53 $207,361 - $212,405
-3,629 Reduced 9.13%
36,126 $2.1 Million
Q1 2024

Apr 18, 2024
SELL
$58.07 - $59.52 $18,814 - $19,284
-324 Reduced 0.81%
39,755 $2.33 Million
Q4 2023

Feb 09, 2024
BUY
$56.15 - $59.51 $848,931 - $899,731
15,119 Added 60.57%
40,079 $2.38 Million
Q3 2023

Oct 30, 2023
SELL
$56.93 - $59.05 $132,191 - $137,114
-2,322 Reduced 8.51%
24,960 $1.43 Million
Q2 2023

Jul 13, 2023
SELL
$58.61 - $60.65 $42,902 - $44,395
-732 Reduced 2.61%
27,282 $1.6 Million
Q1 2023

Apr 14, 2023
SELL
$57.72 - $60.39 $285,136 - $298,326
-4,940 Reduced 14.99%
28,014 $1.68 Million
Q4 2022

Feb 02, 2023
BUY
$57.14 - $59.67 $1.88 Million - $1.97 Million
32,954 New
32,954 $1.93 Million

Others Institutions Holding VGIT

# of Institutions
914
Shares Held
427M
Call Options Held
4K
Put Options Held
5.4K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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