CAM
Congress Asset Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
4,390
+1,919
| +78% | +$841K | 0.01% | 287 |
|
|
2025
Q1 | $916K | Sell |
2,471
-94
| -4% | -$34.9K | 0.01% | 309 |
|
|
2024
Q4 | $1.05M | Buy |
2,565
+738
| +40% | +$303K | 0.01% | 312 |
|
|
2024
Q3 | $701K | Buy |
1,827
+14
| +0.8% | +$5.38K | ﹤0.01% | 312 |
|
|
2024
Q2 | $678K | Buy |
1,813
+181
| +11% | +$67.7K | ﹤0.01% | 314 |
|
|
2024
Q1 | $562K | Sell |
1,632
-44
| -3% | -$15.1K | ﹤0.01% | 319 |
|
|
2023
Q4 | $521K | Buy |
1,676
+39
| +2% | +$12.1K | ﹤0.01% | 340 |
|
|
2023
Q3 | $446K | Buy |
1,637
+5
| +0.3% | +$1.36K | ﹤0.01% | 342 |
|
|
2023
Q2 | $462K | Sell |
1,632
-19
| -1% | -$5.38K | ﹤0.01% | 333 |
|
|
2023
Q1 | $412K | Sell |
1,651
-2,461
| -60% | -$614K | ﹤0.01% | 338 |
|
|
2022
Q4 | $876K | Buy |
4,112
+2,252
| +121% | +$480K | 0.01% | 312 |
|
|
2022
Q3 | $398K | Buy |
+1,860
| New | +$398K | ﹤0.01% | 336 |
|
|
2022
Q2 | – | Sell |
-817
| Closed | -$235K | – | 379 |
|
|
2022
Q1 | $235K | Buy |
+817
| New | +$235K | ﹤0.01% | 356 |
|
|
2021
Q4 | – | Sell |
-865
| Closed | -$251K | – | 375 |
|
|
2021
Q3 | $251K | Hold |
865
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $248K | Buy |
+865
| New | +$248K | ﹤0.01% | 350 |
|
|
2020
Q2 | – | Sell |
-2,079
| Closed | -$326K | – | 339 |
|
|
2020
Q1 | $326K | Buy |
+2,079
| New | +$326K | 0.01% | 298 |
|
|
2019
Q1 | – | Sell |
-3,428
| Closed | -$460K | – | 374 |
|
|
2018
Q4 | $460K | Buy |
+3,428
| New | +$460K | 0.01% | 331 |
|