EverSource 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
2026 Q1	$379K	Buy	3,458 +710	+26%	+$83K	0.01%	734
2025 Q4	$335K	Buy	2,748 +384	+16%	+$46.8K	0.01%	711
2025 Q3	$285K	Buy	2,364 +1	+0%	+$115	0.01%	745
2025 Q2	$258K	Sell	2,363 -17,417	-88%	-$1.71M	0.01%	747
2025 Q1	$1.84M	Sell	19,780 -419	-2%	-$42.6K	0.1%	162
2024 Q4	$2.09M	Sell	20,199 -788	-4%	-$79.8K	0.12%	142
2024 Q3	$2.03M	Buy	20,987 +578	+3%	+$53.9K	0.13%	140
2024 Q2	$1.88M	Buy	20,409 +9,928	+95%	+$873K	0.12%	139
2024 Q1	$870K	Buy	10,481 +9,453	+920%	+$784K	0.07%	200
2023 Q4	$80.2K	Buy	1,028 +2	+0.2%	+$146	0.01%	725
2023 Q3	$70.2K	Buy	1,026 +1	+0.1%	+$71	0.01%	697
2023 Q2	$72.5K	Sell	1,025 -317	-24%	-$20.7K	0.01%	696
2023 Q1	$84.4K	Buy	1,342 +2	+0.1%	+$119	0.01%	602
2022 Q4	$73.8K	Buy	1,340 +6	+0.4%	+$339	0.01%	611
2022 Q3	$72K	Buy	1,334 +2	+0.2%	+$121	0.02%	537
2022 Q2	$75K	Hold	1,332	–	–	0.02%	467
2022 Q1	$95K	Sell	1,332 -683	-34%	-$47.9K	0.02%	344
2021 Q4	$158K	Buy	+2,015	New	+$154K	0.04%	257