Congress Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48M | Buy |
26,744
+12,479
| +87% | +$3.49M | 0.07% | 308 |
|
|
2025
Q1 | $3.7M | Buy |
14,265
+7,688
| +117% | +$2M | 0.04% | 373 |
|
|
2024
Q4 | $1.74M | Buy |
6,577
+672
| +11% | +$177K | 0.02% | 434 |
|
|
2024
Q3 | $1.56M | Buy |
5,905
+4,625
| +361% | +$1.22M | 0.02% | 457 |
|
|
2024
Q2 | $310K | Buy |
1,280
+147
| +13% | +$35.6K | ﹤0.01% | 610 |
|
|
2024
Q1 | $283K | Sell |
1,133
-449
| -28% | -$112K | ﹤0.01% | 516 |
|
|
2023
Q4 | $368K | Sell |
1,582
-70
| -4% | -$16.3K | 0.01% | 503 |
|
|
2023
Q3 | $344K | Buy |
+1,652
| New | +$344K | 0.01% | 505 |
|
|
2023
Q2 | – | Sell |
-1,809
| Closed | -$382K | – | 578 |
|
|
2023
Q1 | $382K | Buy |
1,809
+22
| +1% | +$4.64K | 0.01% | 450 |
|
|
2022
Q4 | $364K | Hold |
1,787
| – | – | 0.01% | 454 |
|
|
2022
Q3 | $336K | Hold |
1,787
| – | – | 0.01% | 454 |
|
|
2022
Q2 | $352K | Hold |
1,787
| – | – | 0.01% | 450 |
|
|
2022
Q1 | $425K | Buy |
1,787
+300
| +20% | +$71.3K | 0.01% | 461 |
|
|
2021
Q4 | $379K | Buy |
+1,487
| New | +$379K | 0.01% | 493 |
|