Capital Planning Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
2,286
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $212K | Hold |
2,286
| – | – | 0.03% | 132 |
|
|
2024
Q4 | $236K | Hold |
2,286
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $221K | Hold |
2,286
| – | – | 0.03% | 135 |
|
|
2024
Q2 | $214K | Buy |
+2,286
| New | +$214K | 0.04% | 133 |
|
|
2022
Q1 | – | Sell |
-2,680
| Closed | -$210K | – | 167 |
|
|
2021
Q4 | $210K | Buy |
+2,680
| New | +$210K | 0.04% | 155 |
|