Congress Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.48M	Buy	106,976 +49,916	+87%	+$3.28M	0.07%	308
2025 Q1	$3.7M	Buy	57,060 +30,752	+117%	+$2.06M	0.04%	373
2024 Q4	$1.74M	Buy	26,308 +2,688	+11%	+$182K	0.02%	434
2024 Q3	$1.56M	Buy	23,620 +18,500	+361%	+$1.16M	0.02%	457
2024 Q2	$310K	Buy	5,120 +588	+13%	+$35.7K	﹤0.01%	610
2024 Q1	$283K	Sell	4,532 -1,796	-28%	-$106K	﹤0.01%	516
2023 Q4	$368K	Sell	6,328 -280	-4%	-$15K	0.01%	503
2023 Q3	$344K	Buy	+6,608	New	+$362K	0.01%	505
2023 Q2	–	Sell	-7,236	Closed	-$382K	–	578
2023 Q1	$382K	Buy	7,236 +88	+1%	+$4.68K	0.01%	450
2022 Q4	$364K	Hold	7,148	–	–	0.01%	454
2022 Q3	$336K	Hold	7,148	–	–	0.01%	454
2022 Q2	$352K	Hold	7,148	–	–	0.01%	450
2022 Q1	$425K	Buy	7,148 +1,200	+20%	+$70.4K	0.01%	461
2021 Q4	$379K	Buy	+5,948	New	+$373K	0.01%	496