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

Congress Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.49M	Buy
2025 Q1	$2.41M	Buy
2022 Q1	–	Sell
2021 Q4	$880K	Buy