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 |
|