Congress Wealth Management LLC Vanguard Russell 2000 Value Et Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 55,196 shares of VTWV stock, worth $7.89 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

55,196

Previous 55,458 0.47%

Holding current value

$7.89 Million

Previous $8.16 Million 2.19%

% of portfolio

0.12%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$143.69 - $159.92 $37,646 - $41,899	-262 Reduced 0.47%	55,196 $7.98 Million
Q3 2024 Nov 12, 2024	SELL	$132.06 - $150.96 $93,762 - $107,181	-710 Reduced 1.26%	55,458 $8.16 Million
Q2 2024 Aug 13, 2024	SELL	$128.57 - $139.92 $1,671 - $1,818	-13 Reduced 0.02%	56,168 $7.53 Million
Q1 2024 Apr 18, 2024	BUY	$128.13 - $139.82 $54,327 - $59,283	424 Added 0.76%	56,181 $7.86 Million
Q4 2023 Feb 09, 2024	SELL	$110.31 - $139.18 $6,618 - $8,350	-60 Reduced 0.11%	55,757 $7.62 Million
Q3 2023 Oct 30, 2023	BUY	$117.59 - $133.24 $6.56 Million - $7.44 Million	55,817 New	55,817 $6.66 Million

Others Institutions Holding VTWV

# of Institutions

169

Shares Held

2.54M

Call Options Held

Put Options Held

View Full List

About VANGUARD RUSSELL 2000 VALUE ET

Ticker VTWV
Sector ETFs
Industry ETFs

More about VTWV

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 Russell 2000 Value Et Transaction History