Congress Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.6M	Buy	119,011 +8,144	+7%	+$2.01M	0.29%	83
2025 Q1	$29.4M	Buy	110,867 +33,781	+44%	+$9M	0.35%	65
2024 Q4	$19.6M	Sell	77,086 -2,013	-3%	-$542K	0.27%	102
2024 Q3	$22.3M	Sell	79,099 -605	-0.8%	-$168K	0.3%	86
2024 Q2	$21.2M	Buy	+79,704	New	+$20.9M	0.34%	69
2023 Q4	–	Sell	-80,817	Closed	-$19M	–	671
2023 Q3	$19M	Sell	80,817 -1,429	-2%	-$348K	0.39%	53
2023 Q2	$20.1M	Sell	82,246 -3,053	-4%	-$743K	0.47%	44
2023 Q1	$20.3M	Sell	85,299 -710	-0.8%	-$171K	0.49%	42
2022 Q4	$21.3M	Buy	86,009 +478	+0.6%	+$116K	0.55%	44
2022 Q3	$19.1M	Sell	85,531 -674	-0.8%	-$161K	0.52%	40
2022 Q2	$20.3M	Sell	86,205 -120	-0.1%	-$28.9K	0.52%	39
2022 Q1	$22M	Sell	86,325 -7,843	-8%	-$1.94M	0.48%	50
2021 Q4	$25.1M	Buy	+94,168	New	+$24M	0.5%	50