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

Evoke Wealth’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
Q4 		– Sell
-339
Closed -$18K – 1119
2022
Q3 		$18K Sell
339
-360
-52% -$21.8K ﹤0.01% 661
2022
Q2 		$39K Buy
699
+358
+105% +$22.1K ﹤0.01% 548
2022
Q1 		$24K Buy
341
+1
+0.3% +$70 ﹤0.01% 627
2021
Q4 		$27K Hold
340
– – ﹤0.01% 632
2021
Q3 		$24K Buy
+340
New +$24.7K ﹤0.01% 613

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Evoke Wealth's VONG Position: Q4 2022 in Review

Evoke Wealth sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2022, closing a stake of 339 shares — an estimated $18K sold.

Evoke Wealth first reported a position in VONG in Q3 2021 and held it in 5 quarters. The position peaked at $39K in Q2 2022. 401 funds tracked by Wall St. Rank hold VONG as of Q4 2022.

  • Evoke Wealth reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 339 Vanguard Russell 1000 Growth ETF shares in Q4 2022, an estimated $18K.
  • Evoke Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and held it in 5 quarters.
  • Evoke Wealth's Vanguard Russell 1000 Growth ETF position peaked at $39K in Q2 2022.
  • 401 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.