Kingswood Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.35M Buy
2025
Q2
$1.07M Buy
2025
Q1
$805K Sell
2024
Q4
$1.11M Buy
2024
Q3
$535K Sell
2024
Q2
$786K Sell
2024
Q1
$762K Buy
2023
Q4
$316K Buy