Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Sell |
6,379
-1,039
| -14% | -$113K | 0.02% | 224 |
|
|
2025
Q1 | $688K | Buy |
7,418
+912
| +14% | +$84.6K | 0.02% | 214 |
|
|
2024
Q4 | $672K | Sell |
6,506
-819
| -11% | -$84.6K | 0.02% | 212 |
|
|
2024
Q3 | $707K | Hold |
7,325
| – | – | 0.03% | 206 |
|
|
2024
Q2 | $687K | Hold |
7,325
| – | – | 0.02% | 239 |
|
|
2024
Q1 | $635K | Buy |
+7,325
| New | +$635K | 0.02% | 260 |
|