Congress Wealth Management LLC Vanguard Total World Stk Index Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,520 shares of VT stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,520
Previous 9,192 3.57%
Holding current value
$1.06 Million
Previous $1.1 Million 1.64%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$117.09 - $123.07 $38,405 - $40,366
328 Added 3.57%
9,520 $1.12 Million
Q3 2024

Nov 12, 2024
BUY
$107.72 - $119.96 $990,162 - $1.1 Million
9,192 New
9,192 $1.1 Million

Others Institutions Holding VT

# of Institutions
1,101
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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