Congress Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$70.8M	Buy	346,053 +10,561	+3%	+$2.05M	0.69%	22
2025 Q1	$65.1M	Buy	335,492 +5,353	+2%	+$1.06M	0.78%	19
2024 Q4	$64.7M	Buy	330,139 +1,336	+0.4%	+$267K	0.89%	17
2024 Q3	$65.1M	Buy	328,803 +325,868	+11,103%	+$62M	0.87%	17
2024 Q2	$536K	Buy	2,935 +560	+24%	+$101K	0.01%	527
2024 Q1	$434K	Sell	2,375 -2,324	-49%	-$408K	0.01%	461
2023 Q4	$801K	Buy	4,699 +441	+10%	+$71K	0.01%	408
2023 Q3	$662K	Buy	4,258 +1,276	+43%	+$207K	0.01%	414
2023 Q2	$484K	Sell	2,982 -167	-5%	-$26.2K	0.01%	417
2023 Q1	$485K	Sell	3,149 -5,135	-62%	-$787K	0.01%	419
2022 Q4	$1.26M	Buy	8,284 +4,925	+147%	+$734K	0.03%	314
2022 Q3	$453K	Hold	3,359	–	–	0.01%	420
2022 Q2	$482K	Buy	3,359 +29	+0.9%	+$4.41K	0.01%	415
2022 Q1	$541K	Sell	3,330 -1,730	-34%	-$279K	0.01%	437
2021 Q4	$868K	Buy	+5,060	New	+$834K	0.02%	391