Financial Synergies Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Financial Synergies Wealth Advisors’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	-56	Closed	-$4.82K	–	463
2024 Q1	$4.82K	Buy	56 +1	+2%	+$83	﹤0.01%	279
2023 Q4	$3.05K	Sell	55 -1	-2%	-$73	﹤0.01%	234
2023 Q3	$3.8K	Buy	56 +1	+2%	+$71	﹤0.01%	275
2023 Q2	$3.92K	Hold	55	–	–	﹤0.01%	270
2023 Q1	$3.49K	Hold	55	–	–	﹤0.01%	281
2022 Q4	$3.05K	Hold	55	–	–	﹤0.01%	234
2022 Q3	$2.99K	Hold	55	–	–	﹤0.01%	209
2022 Q2	$3.1K	Buy	+55	New	+$3.4K	﹤0.01%	212

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Financial Synergies Wealth Advisors's VONG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2024, closing a stake of 56 shares — an estimated $4.82K sold.

Financial Synergies Wealth Advisors first reported a position in VONG in Q2 2022 and held it in 8 quarters. The position peaked at $4.82K in Q1 2024. 613 funds tracked by Wall St. Rank hold VONG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 56 Vanguard Russell 1000 Growth ETF shares in Q2 2024, an estimated $4.82K.
Financial Synergies Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Vanguard Russell 1000 Growth ETF position peaked at $4.82K in Q1 2024.
613 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.