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

Halpern Financial’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
2022
Q2 		– Sell
-672
Closed -$48K – 350
2022
Q1 		$48K Hold
672
– – 0.02% 95
2021
Q4 		$52.8K Hold
672
– – 0.02% 82
2021
Q3 		$47.4K Hold
672
– – 0.02% 74
2021
Q2 		$46.9K Buy
+672
New +$44.6K 0.02% 69

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Halpern Financial's VONG Position: Q2 2022 in Review

Halpern Financial sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2022, closing a stake of 672 shares — an estimated $48K sold.

Halpern Financial first reported a position in VONG in Q2 2021 and held it in 4 quarters. The position peaked at $52.8K in Q4 2021. 338 funds tracked by Wall St. Rank hold VONG as of Q2 2022.

  • Halpern Financial reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Halpern Financial sold 672 Vanguard Russell 1000 Growth ETF shares in Q2 2022, an estimated $48K.
  • Halpern Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and held it in 4 quarters.
  • Halpern Financial's Vanguard Russell 1000 Growth ETF position peaked at $52.8K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.