Congress Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $9.35M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $201K | Buy |
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