CWM
Congress Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58M | Buy |
132,273
+12,437
| +10% | +$5.45M | 0.56% | 31 |
|
|
2025
Q1 | $45.3M | Buy |
119,836
+90,388
| +307% | +$34.1M | 0.54% | 34 |
|
|
2024
Q4 | $12.1M | Buy |
29,448
+975
| +3% | +$400K | 0.17% | 176 |
|
|
2024
Q3 | $10.9M | Buy |
28,473
+2,166
| +8% | +$832K | 0.15% | 199 |
|
|
2024
Q2 | $9.84M | Sell |
26,307
-1,858
| -7% | -$695K | 0.16% | 176 |
|
|
2024
Q1 | $9.69M | Sell |
28,165
-890
| -3% | -$306K | 0.17% | 170 |
|
|
2023
Q4 | $9.03M | Buy |
29,055
+943
| +3% | +$293K | 0.17% | 166 |
|
|
2023
Q3 | $7.66M | Buy |
+28,112
| New | +$7.66M | 0.16% | 172 |
|
|
2023
Q1 | – | Sell |
-1,129
| Closed | -$241K | – | 577 |
|
|
2022
Q4 | $241K | Buy |
1,129
+182
| +19% | +$38.8K | 0.01% | 514 |
|
|
2022
Q3 | $203K | Sell |
947
-310
| -25% | -$66.5K | 0.01% | 528 |
|
|
2022
Q2 | $280K | Sell |
1,257
-795
| -39% | -$177K | 0.01% | 487 |
|
|
2022
Q1 | $590K | Sell |
2,052
-30
| -1% | -$8.63K | 0.01% | 422 |
|
|
2021
Q4 | $669K | Buy |
+2,082
| New | +$669K | 0.01% | 422 |
|