Mountain Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,141
| Closed | -$243K | – | 73 |
|
|
2023
Q4 | $243K | Hold |
3,141
| – | – | 0.08% | 55 |
|
|
2023
Q3 | $228K | Sell |
3,141
-162
| -5% | -$11.7K | 0.09% | 53 |
|
|
2023
Q2 | $238K | Hold |
3,303
| – | – | 0.09% | 63 |
|
|
2023
Q1 | $208K | Buy |
+3,303
| New | +$208K | 0.09% | 64 |
|
|
2022
Q3 | – | Sell |
-3,460
| Closed | -$204K | – | 88 |
|
|
2022
Q2 | $204K | Hold |
3,460
| – | – | 0.1% | 73 |
|
|
2022
Q1 | $234K | Sell |
3,460
-85
| -2% | -$5.75K | 0.11% | 85 |
|
|
2021
Q4 | $268K | Buy |
+3,545
| New | +$268K | 0.12% | 108 |
|