Congress Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

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 26,744 shares of VO stock, worth $7.67 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

26,744

Previous 14,265 87.48%

Holding current value

$7.67 Million

Previous $3.69 Million 102.85%

% of portfolio

0.08%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$228.54 - $279.83 $2.85 Million - $3.49 Million	12,479 Added 87.48%	26,744 $7.48 Million
Q1 2025 May 14, 2025	BUY	$251.87 - $277.95 $1.94 Million - $2.14 Million	7,688 Added 116.89%	14,265 $3.69 Million
Q4 2024 Feb 11, 2025	BUY	$261.5 - $284.63 $175,728 - $191,271	672 Added 11.38%	6,577 $1.74 Million
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $1.1 Million - $1.22 Million	4,625 Added 361.33%	5,905 $1.56 Million
Q2 2024 Aug 13, 2024	BUY	$234.99 - $248.98 $34,543 - $36,600	147 Added 12.97%	1,280 $309,000

Q1 2024 Apr 18, 2024	SELL	$225.86 - $249.86 $101,411 - $112,187	-449 Reduced 28.38%	1,133 $283,000
Q4 2023 Feb 09, 2024	SELL	$195.66 - $233.95 $13,696 - $16,376	-70 Reduced 4.24%	1,582 $368,000
Q3 2023 Oct 30, 2023	BUY	$206.6 - $228.23 $341,303 - $377,035	1,652 New	1,652 $344,000
Q1 2023 Apr 14, 2023	BUY	$200.2 - $225.98 $4,404 - $4,971	22 Added 1.23%	1,809 $381,000
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $65,958 - $76,017	300 Added 20.17%	1,787 $425,000
Q4 2021 Feb 04, 2022	BUY	$236.98 - $261.2 $352,389 - $388,404	1,487 New	1,487 $379,000

Others Institutions Holding VO

# of Institutions

2,510

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Congress Wealth Management LLC Vanguard Mid Cap ETF Transaction History