Congress Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,577 shares of VO stock, worth $1.78 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,577
Previous 5,905
11.38%
Holding current value
$1.78 Million
Previous $1.56 Million
11.56%
% of portfolio
0.03%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding VO
# of Institutions
2,291Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio