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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Buy
6,803
+1,200
+21% +$105K 0.01% 867
2025
Q1
$452K Sell
5,603
-830
-13% -$66.9K 0.01% 845
2024
Q4
$575K Buy
+6,433
New +$575K 0.01% 608