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

Congress Wealth Management’s Portfolio VTWV Stock Details VTWV 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	$7.55M	Buy
2025 Q1	$7.21M	Sell
2024 Q4	$7.98M	Sell
2024 Q3	$8.16M	Sell
2024 Q2	$7.53M	Sell
2024 Q1	$7.86M	Buy
2023 Q4	$7.62M	Sell
2023 Q3	$6.66M	Buy