Doyle Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Doyle Wealth Management’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$290K	Buy	5,354 +2	+0%	+$121	0.02%	168
2022 Q2	$301K	Sell	5,352 -155	-3%	-$9.57K	0.02%	168
2022 Q1	$393K	Sell	5,507 -14	-0.3%	-$983	0.03%	174
2021 Q4	$434K	Sell	5,521 -15	-0.3%	-$1.14K	0.03%	158
2021 Q3	$390K	Buy	5,536 +36	+0.7%	+$2.62K	0.03%	161
2021 Q2	$384K	Buy	5,500 +116	+2%	+$7.69K	0.03%	161
2021 Q1	$337K	Sell	5,384 -924	-15%	-$57.8K	0.03%	165
2020 Q4	$391K	Sell	6,308 -1,212	-16%	-$71K	0.04%	151
2020 Q3	$419K	Sell	7,520 -568	-7%	-$30.8K	0.05%	133
2020 Q2	$399K	Sell	8,088 -772	-9%	-$35K	0.05%	125
2020 Q1	$343K	Buy	8,860 +760	+9%	+$33.7K	0.05%	126
2019 Q4	$366K	Buy	8,100 +4	+0%	+$172	0.05%	145
2019 Q3	$332K	Sell	8,096 -180	-2%	-$7.42K	0.05%	149
2019 Q2	$336K	Buy	8,276 +4	+0%	+$159	0.05%	143
2019 Q1	$329K	Buy	8,272 +900	+12%	+$33.2K	0.05%	146
2018 Q4	$248K	Buy	+7,372	New	+$266K	0.04%	159

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Doyle Wealth Management's VONG Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.04% in Q3 2022, buying an estimated $121 and bringing the position to 5,354 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #168.

Doyle Wealth Management first reported a position in VONG in Q4 2018 and has held it in 16 quarters since. The position peaked at $434K in Q4 2021. 359 funds tracked by Wall St. Rank hold VONG as of Q3 2022.

Doyle Wealth Management held 5,354 shares of Vanguard Russell 1000 Growth ETF worth $290K as of Q3 2022.
Doyle Wealth Management bought 2 Vanguard Russell 1000 Growth ETF shares in Q3 2022, an estimated $121.
Vanguard Russell 1000 Growth ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #168 holding.
Doyle Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and has held it in 16 quarters since.
Doyle Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $434K in Q4 2021.
359 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.