Vanguard Large-Cap ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 48k | 239.76 |
| 2023-12-31 | $11M | 48k | 218.15 |
| 2023-09-30 | $9.4M | 48k | 195.69 |
| 2023-03-31 | $216k | 1.2k | 186.81 |
| 2022-12-31 | $264k | 1.5k | 174.20 |
| 2022-09-30 | $253k | 1.5k | 163.44 |
| 2022-06-30 | $240k | 1.4k | 172.29 |
| 2022-03-31 | $285k | 1.4k | 208.94 |
| 2021-12-31 | $201k | 911 | 220.64 |
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