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

Congress Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.74M	Sell
2025 Q1	$9.65M	Buy
2024 Q4	$9.42M	Buy
2024 Q3	$8.84M	Sell
2024 Q2	$9.18M	Buy
2024 Q1	$9.53M	Buy
2023 Q4	$8.82M	Buy
2023 Q3	$7.75M	Buy