Congress Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.14M	Buy	11,215 +821	+8%	+$230K	0.03%	480
2025 Q1	$2.61M	Buy	+10,394	New	+$2.61M	0.03%	440
2024 Q3	–	Sell	-4,290	Closed	-$1.01M	–	872
2024 Q2	$1.01M	Buy	+4,290	New	+$1.01M	0.02%	423