Congress Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22.2M	Buy	448,601 +26,500	+6%	+$1.23M	0.22%	115
2025 Q1	$19.1M	Buy	422,101 +12,727	+3%	+$573K	0.23%	117
2024 Q4	$18M	Buy	409,374 +8,022	+2%	+$373K	0.25%	116
2024 Q3	$19.2M	Buy	401,352 +144,707	+56%	+$6.44M	0.26%	102
2024 Q2	$11.2M	Buy	256,645 +62,440	+32%	+$2.69M	0.18%	161
2024 Q1	$8.11M	Sell	194,205 -29,369	-13%	-$1.2M	0.14%	186
2023 Q4	$9.19M	Sell	223,574 -7,039	-3%	-$279K	0.17%	163
2023 Q3	$9.04M	Buy	230,613 +24,849	+12%	+$1.01M	0.19%	155
2023 Q2	$8.37M	Sell	205,764 -7,822	-4%	-$315K	0.19%	146
2023 Q1	$8.63M	Sell	213,586 -11,686	-5%	-$476K	0.21%	143
2022 Q4	$8.78M	Buy	225,272 +4,788	+2%	+$183K	0.23%	136
2022 Q3	$8.04M	Buy	220,484 +71,709	+48%	+$2.91M	0.22%	141
2022 Q2	$6.2M	Sell	148,775 -102	-0.1%	-$4.4K	0.16%	170
2022 Q1	$6.87M	Sell	148,877 -51,541	-26%	-$2.48M	0.15%	178
2021 Q4	$9.91M	Buy	+200,418	New	+$10.1M	0.2%	151