CWM
Congress Wealth Management’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 | $51.2M | Sell |
469,420
-11,641
| -2% | -$1.27M | 0.5% | 36 |
|
|
2025
Q1 | $44.6M | Sell |
481,061
-2,276
| -0.5% | -$211K | 0.53% | 37 |
|
|
2024
Q4 | $49.9M | Buy |
483,337
+1,706
| +0.4% | +$176K | 0.69% | 27 |
|
|
2024
Q3 | $46.5M | Sell |
481,631
-115,366
| -19% | -$11.1M | 0.62% | 29 |
|
|
2024
Q2 | $56M | Buy |
596,997
+1,843
| +0.3% | +$173K | 0.89% | 18 |
|
|
2024
Q1 | $51.6M | Buy |
595,154
+2,408
| +0.4% | +$209K | 0.89% | 18 |
|
|
2023
Q4 | $46.2M | Sell |
592,746
-61
| -0% | -$4.76K | 0.85% | 20 |
|
|
2023
Q3 | $40.6M | Buy |
+592,807
| New | +$40.6M | 0.84% | 22 |
|