Kowal Investment Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Kowal Investment Group’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,659	Closed	-$207K	–	185
2023 Q4	$207K	Buy	+2,659	New	+$194K	0.05%	159
2023 Q3	–	Sell	-9,929	Closed	-$703K	–	164
2023 Q2	$703K	Sell	9,929 -9,151	-48%	-$599K	0.19%	66
2023 Q1	$1.2M	Buy	19,080 +4,207	+28%	+$249K	0.34%	43
2022 Q4	$820K	Buy	14,873 +4,332	+41%	+$245K	0.24%	57
2022 Q3	$571K	Buy	10,541 +4,300	+69%	+$260K	0.19%	63
2022 Q2	$351K	Buy	6,241 +14	+0.2%	+$865	0.12%	92
2022 Q1	$444K	Buy	+6,227	New	+$437K	0.14%	66
2021 Q4	–	Sell	-9,019	Closed	-$636K	–	915
2021 Q3	$636K	Buy	9,019 +5,201	+136%	+$378K	0.2%	40
2021 Q2	$267K	Sell	3,818 -734	-16%	-$48.7K	0.1%	80
2021 Q1	$284K	Buy	+4,552	New	+$285K	0.11%	72

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Kowal Investment Group's VONG Position: Q1 2024 in Review

Kowal Investment Group sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2024, closing a stake of 2,659 shares — an estimated $207K sold.

Kowal Investment Group first reported a position in VONG in Q1 2021 and held it in 10 quarters. The position peaked at $1.2M in Q1 2023. 580 funds tracked by Wall St. Rank hold VONG as of Q1 2024.

Kowal Investment Group reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Kowal Investment Group sold 2,659 Vanguard Russell 1000 Growth ETF shares in Q1 2024, an estimated $207K.
Kowal Investment Group first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2021 and held it in 10 quarters.
Kowal Investment Group's Vanguard Russell 1000 Growth ETF position peaked at $1.2M in Q1 2023.
580 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2024.

Based on Kowal Investment Group's 13F filing for Q1 2024, filed 18 Apr 2024.