Altium Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$250K Hold
4,436
0.02% 321
2022
Q1
$317K Hold
4,436
0.02% 315
2021
Q4
$348K Sell
4,436
-1,060
-19% -$83.2K 0.02% 309
2021
Q3
$387K Hold
5,496
0.03% 272
2021
Q2
$384K Hold
5,496
0.03% 273
2021
Q1
$344K Hold
5,496
0.03% 287
2020
Q4
$341K Hold
5,496
0.03% 265
2020
Q3
$306K Hold
5,496
0.03% 262
2020
Q2
$271K Hold
5,496
0.03% 278
2020
Q1
$213K Sell
5,496
-1,000
-15% -$38.8K 0.03% 289
2019
Q4
$294K Hold
6,496
0.04% 222
2019
Q3
$267K Hold
6,496
0.04% 228
2019
Q2
$264K Hold
6,496
0.04% 231
2019
Q1
$253K Hold
6,496
0.04% 228
2018
Q4
$218K Hold
6,496
0.04% 233
2018
Q3
$260K Hold
6,496
0.05% 234
2018
Q2
$239K Hold
6,496
0.06% 217
2018
Q1
$227K Hold
6,496
0.09% 150
2017
Q4
$224K Buy
+6,496
New +$224K 0.1% 144