Congress Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$58M	Buy	793,638 +74,622	+10%	+$4.91M	0.56%	31
2025 Q1	$45.3M	Buy	719,016 +542,328	+307%	+$36.6M	0.54%	34
2024 Q4	$12.1M	Buy	176,688 +5,850	+3%	+$393K	0.17%	176
2024 Q3	$10.9M	Buy	170,838 +12,996	+8%	+$806K	0.15%	199
2024 Q2	$9.84M	Sell	157,842 -11,148	-7%	-$650K	0.16%	176
2024 Q1	$9.69M	Sell	168,990 -5,340	-3%	-$294K	0.17%	170
2023 Q4	$9.03M	Buy	174,330 +5,658	+3%	+$273K	0.17%	166
2023 Q3	$7.66M	Buy	+168,672	New	+$7.97M	0.16%	172
2023 Q1	–	Sell	-6,774	Closed	-$241K	–	577
2022 Q4	$241K	Buy	6,774 +1,092	+19%	+$40.2K	0.01%	514
2022 Q3	$203K	Sell	5,682 -1,860	-25%	-$74.8K	0.01%	528
2022 Q2	$280K	Sell	7,542 -4,770	-39%	-$196K	0.01%	487
2022 Q1	$590K	Sell	12,312 -180	-1%	-$8.51K	0.01%	422
2021 Q4	$669K	Buy	+12,492	New	+$651K	0.01%	425