Vanguard Total Stock Market ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Total Stock Market ETF
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All positions including Vanguard Total Stock Market ETF held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $18M | 61k | 289.82 |
| 2024-09-30 | $12M | 44k | 283.16 |
| 2024-03-31 | $2.6M | 9.9k | 259.93 |
| 2023-12-31 | $5.8M | 25k | 237.23 |
| 2023-09-30 | $2.2M | 10k | 212.42 |
| 2023-06-30 | $1.6M | 7.3k | 220.29 |
| 2023-03-31 | $1.4M | 7.0k | 204.10 |
| 2022-12-31 | $1.4M | 7.6k | 191.20 |
| 2022-09-30 | $2.5M | 14k | 179.46 |
| 2022-06-30 | $2.6M | 14k | 188.55 |
| 2022-03-31 | $3.5M | 15k | 227.66 |
| 2021-12-31 | $9.4M | 39k | 241.41 |
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