CONGRESS WEALTH MANAGEMENT LLC / DE / – Vanguard Energy Index Fund Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$3.04M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
+2.12%
quarter
Vanguard Energy Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.65% | 4.06K shares | 467K | $101.58 | 30.00K |
| Q2 2022 | share | Decrease | -17.07% | -5.34K shares | -768K | $99.47 | 25.94K |
| Q1 2022 | share | Decrease | -8.88% | -3.04K shares | 684K | $107.04 | 31.28K |
| Q4 2021 | share | Increase | 0.00% | 34.33K shares | 2.66M | $77.38 | 34.33K |