Gradient Investments’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Gradient Investments’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 Q1	–	Sell	-985	Closed	-$76.8K	–	1825
2023 Q4	$76.8K	Hold	985	–	–	﹤0.01%	463
2023 Q3	$67.4K	Sell	985 -119	-11%	-$8.45K	﹤0.01%	448
2023 Q2	$78.1K	Sell	1,104 -300	-21%	-$19.6K	﹤0.01%	438
2023 Q1	$88.3K	Buy	1,404 +300	+27%	+$17.8K	﹤0.01%	400
2022 Q4	$60.9K	Hold	1,104	–	–	﹤0.01%	461
2022 Q3	$60K	Hold	1,104	–	–	﹤0.01%	448
2022 Q2	$62K	Buy	1,104 +964	+689%	+$59.5K	﹤0.01%	437
2022 Q1	$10K	Hold	140	–	–	﹤0.01%	784
2021 Q4	$11K	Hold	140	–	–	﹤0.01%	782
2021 Q3	$10K	Buy	140 +138	+6,900%	+$10K	﹤0.01%	779
2021 Q2	$0	Buy	+2	New	+$133	﹤0.01%	1265
2021 Q1	–	Sell	-56	Closed	-$3K	–	1298
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	913
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	918
2020 Q2	$3K	Sell	56 -508	-90%	-$23K	﹤0.01%	852
2020 Q1	$22K	Hold	564	–	–	﹤0.01%	502
2019 Q4	$26K	Buy	+564	New	+$24.2K	﹤0.01%	529

Other funds holding VONG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gradient Investments's VONG Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2024, closing a stake of 985 shares — an estimated $76.8K sold.

Gradient Investments first reported a position in VONG in Q4 2019 and held it in 16 quarters. The position peaked at $88.3K in Q1 2023. 580 funds tracked by Wall St. Rank hold VONG as of Q1 2024.

Gradient Investments reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 985 Vanguard Russell 1000 Growth ETF shares in Q1 2024, an estimated $76.8K.
Gradient Investments first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2019 and held it in 16 quarters.
Gradient Investments's Vanguard Russell 1000 Growth ETF position peaked at $88.3K in Q1 2023.
580 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.