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Congress Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Congress Wealth Management’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$959K Buy
31,474
+11,443
+57% +$349K 0.01% 717
2025
Q1 		$467K Sell
20,031
-29,241
-59% -$682K 0.01% 832
2024
Q4 		$1.3M Buy
+49,272
New +$1.3M 0.02% 478