Congress Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,992
Closed -$2.17M 382
2021
Q4
$2.17M Buy
+8,992
New +$2.17M 0.02% 271
2021
Q1
Sell
-4,127
Closed -$803K 366
2020
Q4
$803K Buy
+4,127
New +$803K 0.01% 290