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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,690
Closed -$233K 772
2024
Q1
$233K Sell
2,690
-1,214
-31% -$105K ﹤0.01% 628
2023
Q4
$305K Sell
3,904
-466
-11% -$36.4K 0.01% 444
2023
Q3
$299K Sell
4,370
-92
-2% -$6.3K 0.01% 423
2023
Q2
$316K Buy
4,462
+110
+3% +$7.78K 0.01% 417
2023
Q1
$274K Sell
4,352
-182
-4% -$11.4K 0.01% 434
2022
Q4
$250K Buy
+4,534
New +$250K 0.01% 456