Congress Wealth Management LLC Vanguard Star Fd Vanguard Tota Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Congress Wealth Management LLC holds 836,166 shares of VXUS stock, worth $62.7 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

836,166

Previous 69,674 1100.11%

Holding current value

$62.7 Million

Previous $4.33 Million 1235.41%

% of portfolio

0.59%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$55.54 - $69.09 $42.6 Million - $53 Million	766,492 Added 1100.11%	836,166 $57.8 Million
Q1 2025 May 14, 2025	BUY	$58.01 - $64.46 $3.01 Million - $3.35 Million	51,943 Added 292.95%	69,674 $4.33 Million
Q4 2024 Feb 11, 2025	SELL	$58.88 - $64.8 $45,219 - $49,766	-768 Reduced 4.15%	17,731 $1.04 Million
Q3 2024 Nov 12, 2024	BUY	$58.03 - $65.37 $350,675 - $395,030	6,043 Added 48.51%	18,499 $1.2 Million
Q2 2024 Aug 13, 2024	BUY	$57.86 - $62.21 $720,704 - $774,887	12,456 New	12,456 $751,000

Q2 2022 Aug 11, 2022	SELL	$51.07 - $60.88 $501,149 - $597,415	-9,813 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$55.42 - $64.7 $142,041 - $165,826	2,563 Added 35.35%	9,813 $586,000
Q4 2021 Feb 04, 2022	BUY	$61.51 - $66.09 $445,947 - $479,152	7,250 New	7,250 $461,000

Others Institutions Holding VXUS

# of Institutions

1,621

Shares Held

374M

Call Options Held

104K

Put Options Held

132K

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About VANGUARD STAR FD VANGUARD TOTA

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Congress Wealth Management LLC Vanguard Star Fd Vanguard Tota Transaction History