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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.49M	Buy	12,276 +2,465	+25%	+$701K	0.03%	454
2025 Q1	$2.41M	Buy	+9,811	New	+$2.41M	0.03%	453
2022 Q1	–	Sell	-3,456	Closed	-$880K	–	644
2021 Q4	$880K	Buy	+3,456	New	+$880K	0.02%	384