Beam Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Beam Wealth Advisors’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
2021 Q4	–	Sell	-8,625	Closed	-$608K	–	145
2021 Q3	$608K	Buy	8,625 +736	+9%	+$53.5K	0.52%	60
2021 Q2	$551K	Sell	7,889 -99	-1%	-$6.57K	0.48%	70
2021 Q1	$499K	Sell	7,988 -2,328	-23%	-$146K	0.44%	75
2020 Q4	$639K	Sell	10,316 -236	-2%	-$13.8K	0.6%	59
2020 Q3	$588K	Buy	10,552 +20	+0.2%	+$1.08K	0.55%	54
2020 Q2	$541K	Buy	+10,532	New	+$477K	0.54%	56
2020 Q1	–	Sell	-4,852	Closed	-$219K	–	178
2019 Q4	$219K	Buy	+4,852	New	+$208K	0.2%	138

Other funds holding VONG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beam Wealth Advisors's VONG Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2021, closing a stake of 8,625 shares — an estimated $608K sold.

Beam Wealth Advisors first reported a position in VONG in Q4 2019 and held it in 7 quarters. The position peaked at $639K in Q4 2020. 337 funds tracked by Wall St. Rank hold VONG as of Q4 2021.

Beam Wealth Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 8,625 Vanguard Russell 1000 Growth ETF shares in Q4 2021, an estimated $608K.
Beam Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and held it in 7 quarters.
Beam Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $639K in Q4 2020.
337 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.