Congress Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 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 5,905 shares of VO stock, worth $1.59 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,905

Previous 1,280 361.33%

Holding current value

$1.59 Million

Previous $309,000 403.88%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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 Mid Cap ETF Transaction History