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Aveo Capital Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Aveo Capital Partners’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
2022
Q4 		– Sell
-18,197
Closed -$986K – 347
2022
Q3 		$986K Sell
18,197
-1,469
-7% -$88.8K 0.17% 105
2022
Q2 		$1.11M Buy
+19,666
New +$1.21M 0.18% 107

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Citigroup
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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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Aveo Capital Partners's VONG Position: Q4 2022 in Review

Aveo Capital Partners sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2022, closing a stake of 18,197 shares — an estimated $986K sold.

Aveo Capital Partners first reported a position in VONG in Q2 2022 and held it in 2 quarters. The position peaked at $1.11M in Q2 2022. 401 funds tracked by Wall St. Rank hold VONG as of Q4 2022.

  • Aveo Capital Partners reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Aveo Capital Partners sold 18,197 Vanguard Russell 1000 Growth ETF shares in Q4 2022, an estimated $986K.
  • Aveo Capital Partners first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and held it in 2 quarters.
  • Aveo Capital Partners's Vanguard Russell 1000 Growth ETF position peaked at $1.11M in Q2 2022.
  • 401 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2022.

Based on Aveo Capital Partners's 13F filing for Q4 2022, filed 3 Feb 2023.