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Congress Wealth Management LLC / DE / »

Vanguard Value ETF shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$17M	102k	162.86
2023-12-31	$15M	102k	149.50
2023-09-30	$14M	103k	137.93
2023-03-31	$285k	2.1k	138.16

More positions owned by Congress Wealth Management LLC / DE /

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Select Sector Spdr Tr Financial (XLF)

Spdr Ser Tr Portfolio Ln Tsr (SPTL)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Spdr Ser Tr Portfli Intrmdit (SPTI)

Global X Fds Us Infr Dev Etf (PAVE)

Select Sector Spdr Tr Communication (XLC)

Spdr Ser Tr Portfolio S&p600 (SPSM)

NVIDIA Corporation (NVDA)

Microsoft Corporation (MSFT)

Select Sector Spdr Tr Energy (XLE)

World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

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