Vanguard Energy ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.8M | 40k | 119.12 |
| 2025-03-31 | $9.4M | 72k | 129.84 |
| 2024-12-31 | $1.0M | 8.3k | 121.33 |
| 2024-09-30 | $901k | 7.4k | 122.48 |
| 2024-03-31 | $2.7M | 20k | 131.70 |
| 2023-12-31 | $3.4M | 29k | 117.28 |
| 2023-09-30 | $3.6M | 28k | 126.74 |
| 2023-06-30 | $3.2M | 28k | 112.89 |
| 2023-03-31 | $2.7M | 24k | 114.23 |
| 2022-09-30 | $3.0M | 30k | 101.57 |
| 2022-06-30 | $2.6M | 26k | 99.47 |
| 2022-03-31 | $3.3M | 31k | 107.03 |
| 2021-12-31 | $2.7M | 34k | 77.61 |
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