LWAM
Legacy Wealth Asset Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Hold |
3,819
| – | – | 0.11% | 272 |
|
|
2025
Q1 | $354K | Hold |
3,819
| – | – | 0.1% | 276 |
|
|
2024
Q4 | $395K | Hold |
3,819
| – | – | 0.11% | 273 |
|
|
2024
Q3 | $369K | Hold |
3,819
| – | – | 0.1% | 283 |
|
|
2024
Q2 | $358K | Hold |
3,819
| – | – | 0.1% | 278 |
|
|
2024
Q1 | $331K | Hold |
3,819
| – | – | 0.09% | 284 |
|
|
2023
Q4 | $298K | Hold |
3,819
| – | – | 0.1% | 290 |
|
|
2023
Q3 | $261K | Sell |
3,819
-801
| -17% | -$54.8K | 0.1% | 292 |
|
|
2023
Q2 | $327K | Hold |
4,620
| – | – | 0.11% | 278 |
|
|
2023
Q1 | $291K | Hold |
4,620
| – | – | 0.1% | 290 |
|
|
2022
Q4 | $255K | Hold |
4,620
| – | – | 0.1% | 302 |
|
|
2022
Q3 | $250K | Hold |
4,620
| – | – | 0.11% | 284 |
|
|
2022
Q2 | $260K | Hold |
4,620
| – | – | 0.11% | 252 |
|
|
2022
Q1 | $330K | Hold |
4,620
| – | – | 0.12% | 238 |
|
|
2021
Q4 | $363K | Hold |
4,620
| – | – | 0.12% | 238 |
|
|
2021
Q3 | $326K | Hold |
4,620
| – | – | 0.15% | 231 |
|
|
2021
Q2 | $323K | Buy |
4,620
+3,465
| +300% | +$242K | 0.14% | 238 |
|
|
2021
Q1 | $289K | Hold |
1,155
| – | – | 0.13% | 248 |
|
|
2020
Q4 | $286K | Buy |
+1,155
| New | +$286K | 0.14% | 237 |
|