Kovitz Investment Group Partners’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
$678K Buy
6,206
+153
+3% +$16.7K ﹤0.01% 885
2025
Q1
$562K Sell
6,053
-234
-4% -$21.7K ﹤0.01% 870
2024
Q4
$649K Sell
6,287
-1,021
-14% -$105K ﹤0.01% 826
2024
Q3
$705K Sell
7,308
-995
-12% -$96K 0.01% 701
2024
Q2
$779K Sell
8,303
-278
-3% -$26.1K 0.01% 589
2024
Q1
$744K Buy
+8,581
New +$744K 0.01% 453