Marcum Wealth’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
Q1
$962K Sell
10,365
-6
-0.1% -$557 0.08% 118
2024
Q4
$1.07M Sell
10,371
-69
-0.7% -$7.13K 0.09% 106
2024
Q3
$1.01M Sell
10,440
-696
-6% -$67.2K 0.09% 110
2024
Q2
$1.04M Sell
11,136
-75
-0.7% -$7.04K 0.1% 101
2024
Q1
$972K Sell
11,211
-705
-6% -$61.1K 0.1% 104
2023
Q4
$930K Sell
11,916
-2,237
-16% -$175K 0.1% 101
2023
Q3
$969K Buy
14,153
+4
+0% +$274 0.12% 88
2023
Q2
$1M Sell
14,149
-438
-3% -$31K 0.12% 90
2023
Q1
$917K Sell
14,587
-1,616
-10% -$102K 0.11% 98
2022
Q4
$893K Buy
16,203
+10
+0.1% +$551 0.12% 97
2022
Q3
$878K Sell
16,193
-1,568
-9% -$85K 0.13% 94
2022
Q2
$1M Sell
17,761
-1,778
-9% -$100K 0.15% 88
2022
Q1
$1.39M Sell
19,539
-3,028
-13% -$216K 0.19% 70
2021
Q4
$1.77M Sell
22,567
-2,804
-11% -$220K 0.25% 55
2021
Q3
$1.79M Buy
+25,371
New +$1.79M 0.28% 47