Congress Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$33.3M	Buy	401,096 +73,984	+23%	+$5.38M	0.32%	70
2025 Q1	$22.8M	Buy	327,112 +286,776	+711%	+$21.6M	0.27%	93
2024 Q4	$3.14M	Buy	40,336 +9,776	+32%	+$751K	0.04%	348
2024 Q3	$2.24M	Buy	30,560 +13,232	+76%	+$940K	0.03%	404
2024 Q2	$1.25M	Sell	17,328 -23,904	-58%	-$1.59M	0.02%	399
2024 Q1	$2.7M	Sell	41,232 -264	-0.6%	-$16.7K	0.05%	284
2023 Q4	$2.51M	Sell	41,496 -67,176	-62%	-$3.74M	0.05%	290
2023 Q3	$5.64M	Buy	108,672 +87,232	+407%	+$4.74M	0.12%	200
2023 Q2	$1.18M	Buy	21,440 +12,912	+151%	+$648K	0.03%	325
2023 Q1	$411K	Sell	8,528 -40	-0.5%	-$1.77K	0.01%	439
2022 Q4	$342K	Hold	8,568	–	–	0.01%	458
2022 Q3	$330K	Sell	8,568 -328	-4%	-$14.4K	0.01%	458
2022 Q2	$363K	Sell	8,896 -16	-0.2%	-$721	0.01%	444
2022 Q1	$464K	Buy	+8,912	New	+$457K	0.01%	451