Congress Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Congress Wealth Management LLC holds 346,053 shares of VIG stock, worth $63 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

346,053

Previous 335,492 3.15%

Holding current value

$63 Million

Previous $61.1 Million 3.15%

% of portfolio

0.65%

Previous 0.77%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	N/A	10,561 Added 3.15%	346,053 $63 Million
Q1 2025 May 14, 2025	BUY	N/A	5,353 Added 1.62%	335,492 $61.1 Million
Q4 2024 Feb 11, 2025	BUY	N/A	1,336 Added 0.41%	330,139 $60.1 Million
Q3 2024 Nov 12, 2024	BUY	$182.15 - $182.15 $59.4 Million - $59.4 Million	325,868 Added 11102.83%	328,803 $59.9 Million
Q2 2024 Aug 13, 2024	BUY	$173.33 - $185.29 $97,064 - $103,762	560 Added 23.58%	2,935 $535,000

Q1 2024 Apr 18, 2024	SELL	$168.47 - $182.98 $391,524 - $425,245	-2,324 Reduced 49.46%	2,375 $433,000
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $66,220 - $75,481	441 Added 10.36%	4,699 $800,000
Q3 2023 Oct 30, 2023	BUY	$155.38 - $166.95 $198,264 - $213,028	1,276 Added 42.79%	4,258 $661,000
Q2 2023 Jul 13, 2023	SELL	$152.74 - $162.43 $25,507 - $27,125	-167 Reduced 5.3%	2,982 $484,000
Q1 2023 Apr 14, 2023	SELL	$147.24 - $158.33 $756,077 - $813,024	-5,135 Reduced 61.99%	3,149 $484,000
Q4 2022 Feb 02, 2023	BUY	$144.84 - $158.71 $713,337 - $781,646	4,925 Added 146.62%	8,284 $1.26 Million
Q2 2022 Aug 11, 2022	BUY	N/A	29 Added 0.87%	3,359 $482,000
Q1 2022 May 16, 2022	SELL	N/A	-1,730 Reduced 34.19%	3,330 $541,000
Q4 2021 Feb 04, 2022	BUY	N/A	5,060 New	5,060 $868,000

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

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 Dividend Appreciation Transaction History