CONGRESS WEALTH MANAGEMENT LLC / DE / – Vanguard Financials Index Fund Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$3.39M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-3.56%
quarter
Vanguard Financials Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.20% | -12.28K shares | -1.07M | $74.44 | 45.66K |
| Q2 2022 | share | Increase | +7.79% | 4.18K shares | -548K | $77.19 | 57.95K |
| Q1 2022 | share | Increase | +15.13% | 7.06K shares | 511K | $93.39 | 53.76K |
| Q4 2021 | share | Increase | 0.00% | 46.69K shares | 4.51M | $96.67 | 46.69K |