Vanguard FTSE All Wld Ex USSml Cap shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard FTSE All Wld Ex USSml Cap
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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 25k | 116.84 |
| 2023-12-31 | $3.3M | 29k | 115.03 |
| 2023-09-30 | $3.4M | 32k | 106.20 |
| 2023-06-30 | $3.9M | 35k | 110.48 |
| 2023-03-31 | $4.1M | 38k | 109.24 |
| 2022-12-31 | $4.2M | 41k | 102.81 |
| 2022-09-30 | $3.2M | 35k | 92.79 |
| 2022-06-30 | $2.9M | 28k | 103.22 |
| 2022-03-31 | $3.5M | 28k | 123.89 |
| 2021-12-31 | $3.9M | 29k | 133.96 |
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