EP Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Sell |
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|
2025
Q1 | $772K | Buy |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $198K | Buy |
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|
2023
Q3 | $112K | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $194K | Buy |
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|
2022
Q1 | $191K | Hold |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $125K | Buy |
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