Congress Wealth Management LLC Vanguard Industrial ETF Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,215 shares of VIS stock, worth $3.28 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,215
Previous 10,394
7.9%
Holding current value
$3.28 Million
Previous $2.57 Million
22.04%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VIS
# of Institutions
586Shares Held
12.6MCall Options Held
3.3KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC3.92MShares$1.14 Billion0.08% of portfolio
-
Morgan Stanley New York, NY934KShares$273 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ924KShares$270 Million4.22% of portfolio
-
Wells Fargo & Company San Francisco, CA533KShares$156 Million0.03% of portfolio
-
Beacon Capital Management, Inc.398KShares$116 Million6.13% of portfolio