Congress Wealth Management LLC Vanguard Total World Stk Index Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

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 10,600 shares of VT stock, worth $1.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,600
Previous 8,285 27.94%
Holding current value
$1.48 Million
Previous $960,000 41.88%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$103.16 - $128.52 $238,815 - $297,523
2,315 Added 27.94%
10,600 $1.36 Million
Q1 2025

May 14, 2025
SELL
$115.08 - $123.97 $142,123 - $153,102
-1,235 Reduced 12.97%
8,285 $960,000
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
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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