Congress Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.39M	Buy	25,692 +10,746	+72%	+$1.65M	0.04%	416
2025 Q1	$2.22M	Sell	14,946 -3,042	-17%	-$483K	0.03%	469
2024 Q4	$2.79M	Sell	17,988 -1,332	-7%	-$203K	0.04%	363
2024 Q3	$2.81M	Sell	19,320 -8,973	-32%	-$1.24M	0.04%	376
2024 Q2	$3.91M	Buy	+28,293	New	+$3.76M	0.06%	276
2023 Q4	–	Sell	-30,988	Closed	-$3.26M	–	673
2023 Q3	$3.26M	Buy	30,988 +9,653	+45%	+$1.04M	0.07%	259
2023 Q2	$2.27M	Buy	21,335 +9,741	+84%	+$977K	0.05%	246
2023 Q1	$1.12M	Buy	+11,594	New	+$1.07M	0.03%	327
2022 Q4	–	Sell	-13,634	Closed	-$1.12M	–	584
2022 Q3	$1.12M	Buy	13,634 +1,281	+10%	+$122K	0.03%	327
2022 Q2	$1.16M	Buy	12,353 +956	+8%	+$99.4K	0.03%	318
2022 Q1	$1.37M	Sell	11,397 -4,787	-30%	-$586K	0.03%	318
2021 Q4	$2.19M	Buy	+16,184	New	+$2.25M	0.04%	301