Congress Wealth Management LLC Vanguard Growth ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 132,273 shares of VUG stock, worth $64 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
132,273
Previous 119,836 10.38%
Holding current value
$64 Million
Previous $44.4 Million 30.49%
% of portfolio
0.59%
Previous 0.56%

Shares

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

Aug 13, 2025
BUY
$329.49 - $438.4 $4.1 Million - $5.45 Million
12,437 Added 10.38%
132,273 $58 Million
Q1 2025

May 14, 2025
BUY
$369.1 - $427.61 $33.4 Million - $38.7 Million
90,388 Added 306.94%
119,836 $44.4 Million
Q4 2024

Feb 11, 2025
BUY
$378.79 - $428.11 $369,320 - $417,407
975 Added 3.42%
29,448 $12.1 Million
Q3 2024

Nov 12, 2024
BUY
$341.08 - $391.94 $738,779 - $848,942
2,166 Added 8.23%
28,473 $10.9 Million
Q2 2024

Aug 13, 2024
SELL
$322.46 - $377.11 $599,130 - $700,670
-1,858 Reduced 6.6%
26,307 $9.84 Million
Q1 2024

Apr 18, 2024
SELL
$301.05 - $346.61 $267,934 - $308,482
-890 Reduced 3.06%
28,165 $9.69 Million
Q4 2023

Feb 09, 2024
BUY
$261.54 - $312.16 $246,632 - $294,366
943 Added 3.35%
29,055 $9.03 Million
Q3 2023

Oct 30, 2023
BUY
$269.56 - $293.5 $7.58 Million - $8.25 Million
28,112 New
28,112 $7.66 Million
Q4 2022

Feb 02, 2023
BUY
$208.44 - $233.81 $37,936 - $42,553
182 Added 19.22%
1,129 $240,000
Q3 2022

Nov 08, 2022
SELL
$213.95 - $266.28 $66,324 - $82,546
-310 Reduced 24.66%
947 $203,000
Q2 2022

Aug 11, 2022
SELL
$214.97 - $293.87 $170,901 - $233,626
-795 Reduced 38.74%
1,257 $280,000
Q1 2022

May 16, 2022
SELL
$254.37 - $323.09 $7,631 - $9,692
-30 Reduced 1.44%
2,052 $590,000
Q4 2021

Feb 04, 2022
BUY
$287.0 - $325.67 $597,534 - $678,044
2,082 New
2,082 $669,000

Others Institutions Holding VUG

# of Institutions
2,914
Shares Held
277M
Call Options Held
345K
Put Options Held
186K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email