Congress Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$45.1M	Buy	190,237 +168,873	+790%	+$37.7M	0.44%	44
2025 Q1	$4.76M	Buy	21,364 +7,847	+58%	+$1.87M	0.06%	337
2024 Q4	$3.25M	Buy	13,517 +1,402	+12%	+$345K	0.04%	342
2024 Q3	$2.87M	Buy	12,115 +4,811	+66%	+$1.09M	0.04%	375
2024 Q2	$1.59M	Buy	7,304 +114	+2%	+$25K	0.03%	379
2024 Q1	$1.64M	Sell	7,190 -1,092	-13%	-$235K	0.03%	332
2023 Q4	$1.77M	Buy	8,282 +984	+13%	+$190K	0.03%	328
2023 Q3	$1.38M	Buy	+7,298	New	+$1.45M	0.03%	339
2023 Q2	–	Sell	-1,567	Closed	-$297K	–	576
2023 Q1	$297K	Sell	1,567 -204	-12%	-$39.6K	0.01%	485
2022 Q4	$325K	Hold	1,771	–	–	0.01%	463
2022 Q3	$302K	Sell	1,771 -60	-3%	-$11.3K	0.01%	471
2022 Q2	$323K	Buy	1,831 +2	+0.1%	+$386	0.01%	461
2022 Q1	$389K	Sell	1,829 -877	-32%	-$185K	0.01%	474
2021 Q4	$612K	Buy	+2,706	New	+$615K	0.01%	441