Congress Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$777K	Sell	4,030 -5,220	-56%	-$1.01M	0.01%	779
2025 Q1	$1.6M	Buy	9,250 +2,075	+29%	+$358K	0.02%	542
2024 Q4	$1.36M	Sell	7,175 -100	-1%	-$19K	0.02%	468
2024 Q3	$1.32M	Buy	+7,275	New	+$1.32M	0.02%	472