Kingswood Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
9,764
+1,089
| +13% | +$119K | 0.08% | 254 |
|
|
2025
Q1 | $805K | Sell |
8,675
-2,109
| -20% | -$196K | 0.07% | 295 |
|
|
2024
Q4 | $1.11M | Buy |
10,784
+5,245
| +95% | +$542K | 0.08% | 244 |
|
|
2024
Q3 | $535K | Sell |
5,539
-2,844
| -34% | -$274K | 0.04% | 441 |
|
|
2024
Q2 | $786K | Sell |
8,383
-406
| -5% | -$38.1K | 0.07% | 285 |
|
|
2024
Q1 | $762K | Buy |
8,789
+4,735
| +117% | +$410K | 0.09% | 256 |
|
|
2023
Q4 | $316K | Buy |
+4,054
| New | +$316K | 0.04% | 456 |
|