Capital Planning Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Capital Planning 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
2025 Q3	$265K	Sell
2025 Q2	$250K	Hold
2025 Q1	$212K	Hold
2024 Q4	$236K	Hold
2024 Q3	$221K	Hold
2024 Q2	$214K	Buy
2022 Q1	–	Sell
2021 Q4	$210K	Buy