MWM
Modera Wealth 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 | $53.7M | Sell |
492,059
-1,800
| -0.4% | -$197K | 0.67% | 41 |
|
|
2025
Q1 | $45.8M | Buy |
493,859
+6,692
| +1% | +$621K | 0.62% | 42 |
|
|
2024
Q4 | $50.3M | Buy |
487,167
+3,972
| +0.8% | +$410K | 0.61% | 40 |
|
|
2024
Q3 | $46.6M | Buy |
483,195
+2,079
| +0.4% | +$201K | 0.59% | 41 |
|
|
2024
Q2 | $45.1M | Buy |
481,116
+11,842
| +3% | +$1.11M | 0.67% | 41 |
|
|
2024
Q1 | $40.7M | Buy |
469,274
+47
| +0% | +$4.07K | 0.62% | 42 |
|
|
2023
Q4 | $36.6M | Buy |
469,227
+462
| +0.1% | +$36K | 0.61% | 45 |
|
|
2023
Q3 | $32.1M | Sell |
468,765
-613
| -0.1% | -$42K | 0.6% | 46 |
|
|
2023
Q2 | $33.2M | Hold |
469,378
| – | – | 0.6% | 46 |
|
|
2023
Q1 | $29.5M | Buy |
469,378
+460,997
| +5,501% | +$29M | 1.15% | 26 |
|
|
2022
Q4 | $462K | Buy |
+8,381
| New | +$462K | 0.02% | 221 |
|