CWM
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Congress Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Congress Wealth Management’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$19.6M Buy
236,027
+28,556
+14% +$2.32M 0.19% 130
2025
Q1 		$16.9M Buy
207,471
+202,571
+4,134% +$16.4M 0.2% 128
2024
Q4 		$393K Buy
4,900
+1,172
+31% +$95.7K 0.01% 696
2024
Q3 		$312K Buy
+3,728
New +$307K ﹤0.01% 720
2024
Q1 		– Sell
-2,985
Closed -$243K – 641
2023
Q4 		$243K Sell
2,985
-133
-4% -$10.3K ﹤0.01% 564
2023
Q3 		$237K Buy
+3,118
New +$243K ﹤0.01% 555
2022
Q2 		– Sell
-3,885
Closed -$334K – 619
2022
Q1 		$334K Buy
+3,885
New +$345K 0.01% 496

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return