Congress Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.66M	Buy	183,992 +114,153	+163%	+$2.79M	0.05%	396
2025 Q1	$1.67M	Buy	69,839 +13,891	+25%	+$329K	0.02%	528
2024 Q4	$1.29M	Buy	+55,948	New	+$1.34M	0.02%	481
2024 Q2	–	Sell	-40,137	Closed	-$984K	–	717
2024 Q1	$984K	Hold	40,137	–	–	0.02%	378
2023 Q4	$1.02M	Hold	40,137	–	–	0.02%	389
2023 Q3	$958K	Sell	40,137 -65	-0.2%	-$1.63K	0.02%	381
2023 Q2	$1.03M	Sell	40,202 -5	-0%	-$126	0.02%	336
2023 Q1	$1.02M	Sell	40,207 -982	-2%	-$24.4K	0.02%	336
2022 Q4	$998K	Sell	41,189 -328,336	-89%	-$7.71M	0.03%	336
2022 Q3	$8.42M	Sell	369,525 -7,261	-2%	-$174K	0.23%	139
2022 Q2	$9.22M	Buy	376,786 +2,679	+0.7%	+$68K	0.24%	130
2022 Q1	$10.1M	Buy	374,107 +73,712	+25%	+$2.06M	0.22%	135
2021 Q4	$8.59M	Buy	+300,395	New	+$8.75M	0.17%	169