CWA
Cascade Wealth Advisors’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 | $5.71M | Sell |
49,755
-6,573
| -12% | -$754K | 3.23% | 12 |
|
|
2025
Q1 | $5.1M | Sell |
56,328
-7,532
| -12% | -$682K | 3.53% | 10 |
|
|
2024
Q4 | $6.6M | Sell |
63,860
-5,831
| -8% | -$602K | 4.46% | 8 |
|
|
2024
Q3 | $6.73M | Sell |
69,691
-1,135
| -2% | -$110K | 4.81% | 8 |
|
|
2024
Q2 | $6.38M | Sell |
70,826
-19,429
| -22% | -$1.75M | 4.72% | 8 |
|
|
2024
Q1 | $7.73M | Buy |
+90,255
| New | +$7.73M | 6.57% | 6 |
|