CONGRESS WEALTH MANAGEMENT LLC / DE / – Vanguard Utilities Index Fund Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$6.47M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-6.62%
quarter
Vanguard Utilities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.07% | -2.43K shares | -830K | $142.26 | 45.54K |
| Q2 2022 | share | Decrease | -0.74% | -357 shares | -511K | $152.35 | 47.97K |
| Q1 2022 | share | Increase | +3.82% | 1.78K shares | 538K | $161.81 | 48.33K |
| Q4 2021 | share | Increase | 0.00% | 46.55K shares | 7.28M | $155.79 | 46.55K |