Congress Wealth Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Buy	35,651 +584	+2%	+$37.2K	0.02%	531
2025 Q1	$2.25M	Sell	35,067 -1,817	-5%	-$116K	0.03%	468
2024 Q4	$2.33M	Buy	36,884 +1,332	+4%	+$86.1K	0.03%	388
2024 Q3	$2.36M	Buy	35,552 +228	+0.6%	+$14.7K	0.03%	395
2024 Q2	$2.22M	Buy	35,324 +475	+1%	+$30K	0.04%	343
2024 Q1	$2.23M	Buy	34,849 +1,240	+4%	+$78K	0.04%	306
2023 Q4	$2.14M	Sell	33,609 -2,216	-6%	-$134K	0.04%	304
2023 Q3	$2.12M	Sell	35,825 -2,720	-7%	-$167K	0.04%	296
2023 Q2	$2.4M	Sell	38,545 -937	-2%	-$57.7K	0.06%	241
2023 Q1	$2.46M	Buy	39,482 +195	+0.5%	+$12.1K	0.06%	248
2022 Q4	$2.4M	Buy	39,287 +9,348	+31%	+$558K	0.06%	246
2022 Q3	$1.72M	Buy	29,939 +1,509	+5%	+$93K	0.05%	283
2022 Q2	$1.74M	Sell	28,430 -1,014	-3%	-$65.7K	0.04%	289
2022 Q1	$2.06M	Sell	29,444 -5,097	-15%	-$369K	0.05%	292
2021 Q4	$2.68M	Buy	+34,541	New	+$2.68M	0.05%	285