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 |
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|
2025
Q1 | $45.3M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $10.9M | Buy |
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|
2024
Q2 | $9.84M | Sell |
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|
2024
Q1 | $9.69M | Sell |
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|
2023
Q4 | $9.03M | Buy |
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|
2023
Q3 | $7.66M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $590K | Sell |
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|
2021
Q4 | $669K | Buy |
|