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

Capital Planning Advisors’s Portfolio VONG Stock Details VONG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$212K	Sell
2025 Q4	$268K	Hold
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