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
2025
Q1
$4.12M Sell
2024
Q4
$3.91M Buy
2024
Q3
$3.96M Buy
2024
Q1
Sell
2023
Q4
$300K Buy
2023
Q2
Sell
2023
Q1
$731K Sell
2022
Q4
$1.26M Sell
2022
Q3
$3.49M Sell
2022
Q2
$4.02M Sell
2022
Q1
$8.4M Sell
2021
Q4
$9.1M Buy