Financial Gravity Asset Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-5	Closed	-$392	–	1784
2024 Q1	$392	Hold	5	–	–	﹤0.01%	860
2023 Q4	$385	Buy	+5	New	+$364	﹤0.01%	924
2021 Q3	$70K	Hold	5	–	–	0.03%	456
2021 Q2	$70K	Buy	+5	New	+$332	0.03%	461
2020 Q4	$0	Buy	+4	New	+$234	﹤0.01%	671
2019 Q4	$181K	Sell	124 -12	-9%	-$515	0.12%	133
2019 Q3	$6K	Hold	136	–	–	0.01%	678
2019 Q2	$5K	Sell	136 -12	-8%	-$477	﹤0.01%	703
2019 Q1	$6K	Buy	+148	New	+$5.46K	﹤0.01%	661
2018 Q3	$6K	Sell	180 -100	-36%	-$3.88K	0.01%	704
2018 Q2	$11K	Buy	280 +24	+9%	+$869	0.01%	556
2018 Q1	$9K	Buy	+256	New	+$9.2K	0.01%	610

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Financial Gravity Asset Management's VONG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 5 shares — an estimated $392 sold.

Financial Gravity Asset Management first reported a position in VONG in Q1 2018 and held it in 12 quarters. The position peaked at $181K in Q4 2019. 614 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

Financial Gravity Asset Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 5 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $392.
Financial Gravity Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Vanguard Russell 1000 Growth ETF position peaked at $181K in Q4 2019.
614 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.