Congress Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.7M	Buy	293,515 +225,592	+332%	+$14.3M	0.19%	129
2025 Q1	$4.12M	Sell	67,923 -141	-0.2%	-$8.49K	0.05%	356
2024 Q4	$3.91M	Buy	68,064 +5,249	+8%	+$316K	0.05%	318
2024 Q3	$3.96M	Buy	+62,815	New	+$3.78M	0.05%	329
2024 Q1	–	Sell	-5,350	Closed	-$300K	–	642
2023 Q4	$300K	Buy	+5,350	New	+$283K	0.01%	531
2023 Q2	–	Sell	-13,679	Closed	-$731K	–	577
2023 Q1	$731K	Sell	13,679 -11,361	-45%	-$602K	0.02%	380
2022 Q4	$1.26M	Sell	25,040 -53,696	-68%	-$2.61M	0.03%	315
2022 Q3	$3.49M	Sell	78,736 -1,649	-2%	-$81.6K	0.09%	213
2022 Q2	$4.02M	Sell	80,385 -65,475	-45%	-$3.51M	0.1%	208
2022 Q1	$8.4M	Sell	145,860 -2,570	-2%	-$151K	0.18%	163
2021 Q4	$9.1M	Buy	+148,430	New	+$9.18M	0.18%	163