CWM
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Congress Wealth Management’s V2X VVX Stock Holding History

Congress Wealth Management’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-48,748
Closed -$2.23M – 645
2021
Q4 		$2.23M Buy
+48,748
New +$2.23M 0.04% 298