Congress Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Congress Wealth Management’s Portfolio VTV Stock Details VTV 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	$48.5M	Buy
2025 Q1	$36.4M	Buy
2024 Q4	$19.3M	Buy
2024 Q3	$19.7M	Buy
2024 Q2	$16.5M	Buy
2024 Q1	$16.7M	Sell
2023 Q4	$15.3M	Sell
2023 Q3	$14.1M	Buy
2023 Q2	–	Sell
2023 Q1	$285K	Buy