FWM
ForthRight Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $933K | Buy |
8,545
+468
| +6% | +$51.1K | 0.29% | 33 |
|
2025
Q1 | $750K | Buy |
8,077
+68
| +0.8% | +$6.31K | 0.25% | 34 |
|
2024
Q4 | $827K | Hold |
8,009
| – | – | 0.28% | 35 |
|
2024
Q3 | $773K | Sell |
8,009
-47
| -0.6% | -$4.54K | 0.26% | 36 |
|
2024
Q2 | $756K | Buy |
8,056
+4
| +0% | +$375 | 0.27% | 36 |
|
2024
Q1 | $698K | Hold |
8,052
| – | – | 0.25% | 37 |
|
2023
Q4 | $628K | Buy |
8,052
+845
| +12% | +$65.9K | 0.24% | 37 |
|
2023
Q3 | $493K | Buy |
7,207
+1
| +0% | +$68 | 0.21% | 39 |
|
2023
Q2 | $510K | Buy |
7,206
+54
| +0.8% | +$3.82K | 0.21% | 37 |
|
2023
Q1 | $450K | Buy |
7,152
+1
| +0% | +$63 | 0.21% | 35 |
|
2022
Q4 | $394K | Buy |
7,151
+280
| +4% | +$15.4K | 0.2% | 35 |
|
2022
Q3 | $372K | Buy |
6,871
+854
| +14% | +$46.2K | 0.22% | 33 |
|
2022
Q2 | $339K | Buy |
+6,017
| New | +$339K | 0.19% | 35 |
|