Congress Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Buy	10,600 +2,315	+28%	+$298K	0.01%	628
2025 Q1	$961K	Sell	8,285 -1,235	-13%	-$143K	0.01%	641
2024 Q4	$1.12M	Buy	9,520 +328	+4%	+$38.5K	0.02%	499
2024 Q3	$1.1M	Buy	+9,192	New	+$1.1M	0.01%	507