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 |
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|
2025
Q1 | $4.76M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $612K | Buy |
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