Concord Wealth Partners’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 | $92.2K | Buy |
844
+166
| +24% | +$18.1K | 0.01% | 277 |
|
|
2025
Q1 | $62.9K | Sell |
678
-43
| -6% | -$3.99K | 0.01% | 291 |
|
|
2024
Q4 | $74.5K | Sell |
721
-607
| -46% | -$62.7K | 0.01% | 281 |
|
|
2024
Q3 | $128K | Buy |
1,328
+607
| +84% | +$58.6K | 0.02% | 242 |
|
|
2024
Q2 | $67.6K | Sell |
721
-103
| -13% | -$9.66K | 0.01% | 275 |
|
|
2024
Q1 | $71.4K | Buy |
824
+103
| +14% | +$8.93K | 0.01% | 307 |
|
|
2023
Q4 | $56.3K | Sell |
721
-103
| -13% | -$8.04K | 0.01% | 342 |
|
|
2023
Q3 | $56.4K | Hold |
824
| – | – | 0.01% | 362 |
|
|
2023
Q2 | $58.3K | Sell |
824
-404
| -33% | -$28.6K | 0.01% | 341 |
|
|
2023
Q1 | $77.2K | Hold |
1,228
| – | – | 0.02% | 283 |
|
|
2022
Q4 | $67.7K | Buy |
+1,228
| New | +$67.7K | 0.02% | 314 |
|
|
2022
Q3 | – | Sell |
-1,033
| Closed | -$58K | – | 1125 |
|
|
2022
Q2 | $58K | Buy |
1,033
+546
| +112% | +$30.7K | 0.02% | 346 |
|
|
2022
Q1 | $35K | Buy |
+487
| New | +$35K | 0.01% | 501 |
|