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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.2M	Sell
2025 Q1	$17.5M	Buy
2024 Q4	$12.9M	Buy
2024 Q3	$12.8M	Sell
2024 Q2	$12.6M	Buy
2024 Q1	$11.5M	Sell
2023 Q4	$10.9M	Buy
2023 Q3	$9.46M	Buy
2022 Q1	–	Sell
2021 Q4	$653K	Buy