Elevation 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
$1.22M Sell
11,180
-1,185
-10% -$129K 0.48% 39
2025
Q1
$1.15M Sell
12,365
-902
-7% -$83.7K 0.5% 40
2024
Q4
$1.37M Sell
13,267
-172
-1% -$17.8K 0.58% 32
2024
Q3
$1.3M Buy
13,439
+935
+7% +$90.2K 0.56% 38
2024
Q2
$1.17M Buy
12,504
+670
+6% +$62.9K 0.56% 40
2024
Q1
$1.03M Buy
+11,834
New +$1.03M 0.51% 39