FWA
FSM Wealth Advisors’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 | $1.38M | Buy |
12,601
+2,050
| +19% | +$224K | 0.22% | 67 |
|
|
2025
Q1 | $979K | Sell |
10,551
-95
| -0.9% | -$8.82K | 0.22% | 63 |
|
|
2024
Q4 | $1.1M | Sell |
10,646
-425
| -4% | -$43.9K | 0.27% | 52 |
|
|
2024
Q3 | $1.07M | Buy |
11,071
+24
| +0.2% | +$2.32K | 0.28% | 53 |
|
|
2024
Q2 | $1.04M | Buy |
11,047
+551
| +5% | +$51.7K | 0.35% | 50 |
|
|
2024
Q1 | $910K | Buy |
10,496
+630
| +6% | +$54.6K | 0.32% | 55 |
|
|
2023
Q4 | $770K | Sell |
9,866
-810
| -8% | -$63.2K | 0.33% | 58 |
|
|
2023
Q3 | $731K | Buy |
10,676
+3
| +0% | +$205 | 0.37% | 52 |
|
|
2023
Q2 | $751K | Buy |
10,673
+2,033
| +24% | +$143K | 0.38% | 57 |
|
|
2023
Q1 | $543K | Buy |
8,640
+3,049
| +55% | +$192K | 0.32% | 70 |
|
|
2022
Q4 | $308K | Buy |
5,591
+455
| +9% | +$25.1K | 0.22% | 105 |
|
|
2022
Q3 | $278K | Sell |
5,136
-30
| -0.6% | -$1.62K | 0.23% | 108 |
|
|
2022
Q2 | $330K | Buy |
+5,166
| New | +$330K | 0.33% | 77 |
|