Congress Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$841K	Buy	2,319 +1,159	+100%	+$393K	0.01%	758
2025 Q1	$380K	Sell	1,160 -135	-10%	-$48.9K	﹤0.01%	886
2024 Q4	$486K	Buy	1,295 +91	+8%	+$32.8K	0.01%	647
2024 Q3	$410K	Hold	1,204	–	–	0.01%	669
2024 Q2	$376K	Buy	+1,204	New	+$369K	0.01%	577
2023 Q4	–	Sell	-3,178	Closed	-$856K	–	670
2023 Q3	$856K	Buy	3,178 +444	+16%	+$126K	0.02%	393
2023 Q2	$775K	Sell	2,734 -2,403	-47%	-$620K	0.02%	365
2023 Q1	$1.3M	Buy	5,137 +1,028	+25%	+$250K	0.03%	316
2022 Q4	$900K	Buy	4,109 +2,152	+110%	+$504K	0.02%	347
2022 Q3	$460K	Buy	1,957 +104	+6%	+$26.9K	0.01%	417
2022 Q2	$421K	Hold	1,853	–	–	0.01%	430
2022 Q1	$566K	Sell	1,853 -119	-6%	-$36.2K	0.01%	430
2021 Q4	$672K	Buy	+1,972	New	+$662K	0.01%	423