Congress Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.73M	Buy	17,038 +12,569	+281%	+$2.76M	0.04%	438
2025 Q1	$977K	Sell	4,469 -1,967	-31%	-$425K	0.01%	640
2024 Q4	$1.36M	Sell	6,436 -11,078	-63%	-$2.4M	0.02%	470
2024 Q3	$3.83M	Buy	17,514 +6,036	+53%	+$1.28M	0.05%	331
2024 Q2	$2.33M	Buy	11,478 +6,156	+116%	+$1.25M	0.04%	334
2024 Q1	$1.09M	Sell	5,322 -238	-4%	-$46.7K	0.02%	369
2023 Q4	$1.06M	Buy	+5,560	New	+$1.02M	0.02%	384
2023 Q3	–	Sell	-10,659	Closed	-$2.07M	–	625
2023 Q2	$2.07M	Buy	10,659 +4,708	+79%	+$920K	0.05%	257
2023 Q1	$1.15M	Buy	5,951 +4,812	+422%	+$912K	0.03%	325
2022 Q4	$218K	Sell	1,139 -11,883	-91%	-$2.23M	0.01%	525
2022 Q3	$2.24M	Buy	13,022 +121	+0.9%	+$22.8K	0.06%	262
2022 Q2	$2.39M	Sell	12,901 -155	-1%	-$30K	0.06%	263
2022 Q1	$2.56M	Buy	13,056 +2,139	+20%	+$417K	0.06%	276
2021 Q4	$2.18M	Buy	+10,917	New	+$2.06M	0.04%	302