Congress Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3M Sell
54,204
-166
-0.3% -$34.6K 0.11% 224
2025
Q1
$10.1M Sell
54,370
-442
-0.8% -$82.4K 0.12% 199
2024
Q4
$11.5M Buy
54,812
+595
+1% +$125K 0.16% 180
2024
Q3
$11.2M Sell
54,217
-2,020
-4% -$419K 0.15% 196
2024
Q2
$10.7M Buy
56,237
+96
+0.2% +$18.3K 0.17% 165
2024
Q1
$11.1M Buy
56,141
+136
+0.2% +$26.8K 0.19% 159
2023
Q4
$10.3M Buy
56,005
+89
+0.2% +$16.3K 0.19% 155
2023
Q3
$9.12M Buy
+55,916
New +$9.12M 0.19% 154