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Atlantic Private Wealth’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Atlantic Private Wealth’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-150
Closed -$10.3K – 117
2023
Q3 		$10.3K Buy
+150
New +$10.7K 0.01% 80

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Atlantic Private Wealth's VONG Position: Q4 2023 in Review

Atlantic Private Wealth sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2023, closing a stake of 150 shares — an estimated $10.3K sold.

Atlantic Private Wealth first reported a position in VONG in Q3 2023 and held it in 1 quarter. The position peaked at $10.3K in Q3 2023. 542 funds tracked by Wall St. Rank hold VONG as of Q4 2023.

  • Atlantic Private Wealth reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Atlantic Private Wealth sold 150 Vanguard Russell 1000 Growth ETF shares in Q4 2023, an estimated $10.3K.
  • Atlantic Private Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Atlantic Private Wealth's Vanguard Russell 1000 Growth ETF position peaked at $10.3K in Q3 2023.
  • 542 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2023.

Based on Atlantic Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.