Mount Yale Investment Advisors’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 | $769K | Buy |
7,044
+9
| +0.1% | +$983 | 0.06% | 257 |
|
|
2025
Q1 | $653K | Buy |
7,035
+10
| +0.1% | +$928 | 0.06% | 271 |
|
|
2024
Q4 | $726K | Buy |
+7,025
| New | +$726K | 0.06% | 264 |
|
|
2024
Q3 | – | Sell |
-5,353
| Closed | -$502K | – | 597 |
|
|
2024
Q2 | $502K | Hold |
5,353
| – | – | 0.04% | 342 |
|
|
2024
Q1 | $464K | Buy |
+5,353
| New | +$464K | 0.04% | 368 |
|