BWM
Benchmark Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
6,375
+68
| +1% | +$7.43K | 0.31% | 36 |
|
|
2025
Q1 | $585K | Sell |
6,307
-748
| -11% | -$69.4K | 0.28% | 38 |
|
|
2024
Q4 | $729K | Sell |
7,055
-754
| -10% | -$77.9K | 0.36% | 28 |
|
|
2024
Q3 | $754K | Sell |
7,809
-632
| -7% | -$61K | 0.37% | 27 |
|
|
2024
Q2 | $792K | Sell |
8,441
-529
| -6% | -$49.6K | 0.42% | 24 |
|
|
2024
Q1 | $777K | Buy |
8,970
+104
| +1% | +$9.01K | 0.42% | 24 |
|
|
2023
Q4 | $692K | Sell |
8,866
-649
| -7% | -$50.6K | 0.41% | 26 |
|
|
2023
Q3 | $651K | Sell |
9,515
-1,188
| -11% | -$81.3K | 0.42% | 28 |
|
|
2023
Q2 | $757K | Sell |
10,703
-724
| -6% | -$51.2K | 0.46% | 22 |
|
|
2023
Q1 | $718K | Buy |
11,427
+1,053
| +10% | +$66.1K | 0.46% | 24 |
|
|
2022
Q4 | $572K | Buy |
10,374
+516
| +5% | +$28.4K | 0.41% | 27 |
|
|
2022
Q3 | $534K | Buy |
9,858
+374
| +4% | +$20.3K | 0.42% | 25 |
|
|
2022
Q2 | $534K | Buy |
9,484
+109
| +1% | +$6.14K | 0.39% | 24 |
|
|
2022
Q1 | $669K | Buy |
9,375
+1,767
| +23% | +$126K | 0.45% | 20 |
|
|
2021
Q4 | $598K | Buy |
7,608
+2,780
| +58% | +$219K | 0.39% | 24 |
|
|
2021
Q3 | $340K | Sell |
4,828
-906
| -16% | -$63.8K | 0.24% | 30 |
|
|
2021
Q2 | $400K | Buy |
5,734
+4,413
| +334% | +$308K | 0.27% | 24 |
|
|
2021
Q1 | $330K | Sell |
1,321
-165
| -11% | -$41.2K | 0.24% | 29 |
|
|
2020
Q4 | $368K | Sell |
1,486
-43
| -3% | -$10.6K | 0.28% | 24 |
|
|
2020
Q3 | $341K | Sell |
1,529
-152
| -9% | -$33.9K | 0.27% | 26 |
|
|
2020
Q2 | $332K | Sell |
1,681
-181
| -10% | -$35.7K | 0.28% | 25 |
|
|
2020
Q1 | $288K | Hold |
1,862
| – | – | 0.29% | 24 |
|
|
2019
Q4 | $337K | Buy |
+1,862
| New | +$337K | 0.29% | 30 |
|