Congress Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$108M	Buy	190,320 +114,124	+150%	+$60M	1.05%	11
2025 Q1	$39.2M	Buy	76,196 +6,422	+9%	+$3.47M	0.47%	49
2024 Q4	$37.6M	Buy	69,774 +4,495	+7%	+$2.43M	0.52%	40
2024 Q3	$34.4M	Buy	65,279 +23,298	+55%	+$11.8M	0.46%	50
2024 Q2	$21M	Sell	41,981 -2,005	-5%	-$965K	0.33%	71
2024 Q1	$21.1M	Buy	43,986 +35	+0.1%	+$16K	0.37%	64
2023 Q4	$19.2M	Sell	43,951 -2,339	-5%	-$958K	0.35%	65
2023 Q3	$18.2M	Sell	46,290 -934	-2%	-$382K	0.38%	57
2023 Q2	$19.2M	Sell	47,224 -2,364	-5%	-$912K	0.45%	47
2023 Q1	$18.6M	Buy	49,588 +42,470	+597%	+$15.6M	0.45%	46
2022 Q4	$2.5M	Sell	7,118 -16,497	-70%	-$5.83M	0.06%	240
2022 Q3	$7.75M	Buy	23,615 +278	+1%	+$102K	0.21%	144
2022 Q2	$8.1M	Sell	23,337 -82	-0.4%	-$30.9K	0.21%	149
2022 Q1	$9.72M	Buy	23,419 +668	+3%	+$273K	0.21%	142
2021 Q4	$9.93M	Buy	+22,751	New	+$9.6M	0.2%	150