Congress Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
4,970
+79
| +2% | +$22.5K | 0.01% | 621 |
|
|
2025
Q1 | $1.26M | Buy |
4,891
+4,007
| +453% | +$1.03M | 0.02% | 576 |
|
|
2024
Q4 | $239K | Sell |
884
-78
| -8% | -$21.1K | ﹤0.01% | 815 |
|
|
2024
Q3 | $253K | Sell |
962
-47,360
| -98% | -$12.5M | ﹤0.01% | 771 |
|
|
2024
Q2 | $12.1M | Buy |
48,322
+4
| +0% | +$998 | 0.19% | 150 |
|
|
2024
Q1 | $11.6M | Buy |
48,318
+162
| +0.3% | +$38.8K | 0.2% | 150 |
|
|
2023
Q4 | $10.5M | Buy |
48,156
+360
| +0.8% | +$78.5K | 0.19% | 153 |
|
|
2023
Q3 | $9.35M | Buy |
+47,796
| New | +$9.35M | 0.19% | 149 |
|
|
2023
Q2 | – | Sell |
-1,154
| Closed | -$216K | – | 580 |
|
|
2023
Q1 | $216K | Sell |
1,154
-364
| -24% | -$68K | 0.01% | 530 |
|
|
2022
Q4 | $264K | Sell |
1,518
-30
| -2% | -$5.23K | 0.01% | 501 |
|
|
2022
Q3 | $253K | Buy |
1,548
+155
| +11% | +$25.3K | 0.01% | 492 |
|
|
2022
Q2 | $240K | Buy |
1,393
+29
| +2% | +$5K | 0.01% | 509 |
|
|
2022
Q1 | $285K | Buy |
1,364
+453
| +50% | +$94.7K | 0.01% | 522 |
|
|
2021
Q4 | $201K | Buy |
+911
| New | +$201K | ﹤0.01% | 590 |
|