Vanguard Financials ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 47k | 102.39 |
| 2023-12-31 | $3.4M | 37k | 92.26 |
| 2023-09-30 | $231k | 2.9k | 80.34 |
| 2023-06-30 | $1.8M | 23k | 81.24 |
| 2023-03-31 | $3.6M | 46k | 77.89 |
| 2022-12-31 | $229k | 2.8k | 82.73 |
| 2022-09-30 | $3.4M | 46k | 74.44 |
| 2022-06-30 | $4.5M | 58k | 77.19 |
| 2022-03-31 | $5.0M | 54k | 93.39 |
| 2021-12-31 | $4.5M | 47k | 96.58 |
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