Congress Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$33.6M	Buy	377,695 +320,399	+559%	+$28.3M	0.33%	68
2025 Q1	$5.19M	Sell	57,296 -18,497	-24%	-$1.68M	0.06%	324
2024 Q4	$6.75M	Buy	75,793 +16,028	+27%	+$1.51M	0.09%	248
2024 Q3	$5.82M	Buy	59,765 +47,276	+379%	+$4.35M	0.08%	273
2024 Q2	$1.05M	Buy	12,489 +5,072	+68%	+$419K	0.02%	418
2024 Q1	$642K	Sell	7,417 -6,483	-47%	-$554K	0.01%	424
2023 Q4	$1.23M	Buy	13,900 +5,406	+64%	+$428K	0.02%	370
2023 Q3	$643K	Buy	8,494 +3,286	+63%	+$271K	0.01%	422
2023 Q2	$435K	Sell	5,208 -13,898	-73%	-$1.14M	0.01%	435
2023 Q1	$1.59M	Buy	19,106 +12,251	+179%	+$1.05M	0.04%	294
2022 Q4	$565K	Sell	6,855 -315	-4%	-$26.1K	0.01%	392
2022 Q3	$574K	Buy	7,170 +280	+4%	+$26.2K	0.02%	390
2022 Q2	$628K	Sell	6,890 -1,200	-15%	-$120K	0.02%	379
2022 Q1	$876K	Sell	8,090 -8,190	-50%	-$867K	0.02%	371
2021 Q4	$1.89M	Buy	+16,280	New	+$1.78M	0.04%	313