JWA
JFS 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 | $64.4K | Sell |
590
-327
| -36% | -$35.7K | ﹤0.01% | 436 |
|
|
2025
Q1 | $85K | Buy |
917
+327
| +55% | +$30.3K | 0.01% | 387 |
|
|
2024
Q4 | $60.9K | Hold |
590
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $57K | Hold |
590
| – | – | ﹤0.01% | 442 |
|
|
2024
Q2 | $55.4K | Sell |
590
-10,805
| -95% | -$1.01M | ﹤0.01% | 399 |
|
|
2024
Q1 | $988K | Buy |
11,395
+11,316
| +14,324% | +$981K | 0.08% | 117 |
|
|
2023
Q4 | $6.16K | Buy |
+79
| New | +$6.16K | ﹤0.01% | 971 |
|