CWM
Congress Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396M | Buy |
1,301,321
+1,234,445
| +1,846% | +$375M | 3.83% | 1 |
|
|
2025
Q1 | $18.4M | Buy |
66,876
+5,814
| +10% | +$1.6M | 0.22% | 119 |
|
|
2024
Q4 | $17.7M | Buy |
61,062
+17,163
| +39% | +$4.97M | 0.24% | 119 |
|
|
2024
Q3 | $12.4M | Buy |
43,899
+36,572
| +499% | +$10.4M | 0.17% | 181 |
|
|
2024
Q2 | $1.96M | Sell |
7,327
-2,604
| -26% | -$697K | 0.03% | 361 |
|
|
2024
Q1 | $2.58M | Sell |
9,931
-14,556
| -59% | -$3.78M | 0.04% | 287 |
|
|
2023
Q4 | $5.81M | Buy |
24,487
+14,218
| +138% | +$3.37M | 0.11% | 209 |
|
|
2023
Q3 | $2.18M | Buy |
10,269
+2,967
| +41% | +$630K | 0.05% | 292 |
|
|
2023
Q2 | $1.61M | Buy |
7,302
+304
| +4% | +$67K | 0.04% | 292 |
|
|
2023
Q1 | $1.43M | Sell |
6,998
-565
| -7% | -$115K | 0.03% | 309 |
|
|
2022
Q4 | $1.45M | Sell |
7,563
-6,334
| -46% | -$1.21M | 0.04% | 299 |
|
|
2022
Q3 | $2.49M | Buy |
13,897
+235
| +2% | +$42.2K | 0.07% | 252 |
|
|
2022
Q2 | $2.58M | Sell |
13,662
-1,694
| -11% | -$319K | 0.07% | 256 |
|
|
2022
Q1 | $3.5M | Sell |
15,356
-23,653
| -61% | -$5.38M | 0.08% | 251 |
|
|
2021
Q4 | $9.42M | Buy |
+39,009
| New | +$9.42M | 0.19% | 158 |
|