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 |
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|
2025
Q1 | $3.7M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $379K | Buy |
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