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

Executive Wealth Management’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
2019
Q3 		– Sell
-1,208
Closed -$49K – 776
2019
Q2 		$49K Buy
1,208
+4
+0.3% +$159 0.01% 297
2019
Q1 		$47K Sell
1,204
-348
-22% -$12.8K 0.01% 281
2018
Q4 		$52K Buy
+1,552
New +$56.1K 0.01% 273

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's VONG Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2019, closing a stake of 1,208 shares — an estimated $49K sold.

Executive Wealth Management first reported a position in VONG in Q4 2018 and held it in 3 quarters. The position peaked at $52K in Q4 2018. 143 funds tracked by Wall St. Rank hold VONG as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,208 Vanguard Russell 1000 Growth ETF shares in Q3 2019, an estimated $49K.
  • Executive Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $52K in Q4 2018.
  • 143 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.