EverSource Wealth Advisors’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 | $258K | Sell |
2,363
-17,417
| -88% | -$1.9M | 0.01% | 746 |
|
|
2025
Q1 | $1.84M | Sell |
19,780
-419
| -2% | -$38.9K | 0.1% | 162 |
|
|
2024
Q4 | $2.09M | Sell |
20,199
-788
| -4% | -$81.4K | 0.12% | 142 |
|
|
2024
Q3 | $2.03M | Buy |
20,987
+578
| +3% | +$55.8K | 0.13% | 140 |
|
|
2024
Q2 | $1.88M | Buy |
20,409
+9,928
| +95% | +$915K | 0.12% | 139 |
|
|
2024
Q1 | $870K | Buy |
10,481
+9,453
| +920% | +$785K | 0.07% | 200 |
|
|
2023
Q4 | $80.2K | Buy |
1,028
+2
| +0.2% | +$156 | 0.01% | 725 |
|
|
2023
Q3 | $70.2K | Buy |
1,026
+1
| +0.1% | +$68 | 0.01% | 697 |
|
|
2023
Q2 | $72.5K | Sell |
1,025
-317
| -24% | -$22.4K | 0.01% | 696 |
|
|
2023
Q1 | $84.4K | Buy |
1,342
+2
| +0.1% | +$126 | 0.01% | 602 |
|
|
2022
Q4 | $73.8K | Buy |
1,340
+6
| +0.4% | +$331 | 0.01% | 611 |
|
|
2022
Q3 | $72K | Buy |
1,334
+2
| +0.2% | +$108 | 0.02% | 537 |
|
|
2022
Q2 | $75K | Hold |
1,332
| – | – | 0.02% | 467 |
|
|
2022
Q1 | $95K | Sell |
1,332
-683
| -34% | -$48.7K | 0.02% | 344 |
|
|
2021
Q4 | $158K | Buy |
+2,015
| New | +$158K | 0.04% | 257 |
|