CONGRESS WEALTH MANAGEMENT LLC / DE / – Vanguard 500 Index Fund Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$7.75M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.19% | 278 shares | -342K | $328.3 | 23.61K |
| Q2 2022 | share | Decrease | -0.35% | -82 shares | -1.62M | $346.88 | 23.33K |
| Q1 2022 | share | Increase | +2.94% | 668 shares | -209K | $415.17 | 23.41K |
| Q4 2021 | share | Increase | 0.00% | 22.75K shares | 9.93M | $437.77 | 22.75K |