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NewSquare Capital’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

NewSquare Capital’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-175
Closed -$16.4K – 385
2024
Q2 		$16.4K Hold
175
– – ﹤0.01% 208
2024
Q1 		$15.2K Sell
175
-119
-40% -$9.87K ﹤0.01% 228
2023
Q4 		$22.9K Buy
+294
New +$21.4K ﹤0.01% 223
2022
Q2 		– Sell
-396
Closed -$28K – 423
2022
Q1 		$28K Hold
396
– – ﹤0.01% 222
2021
Q4 		$31K Hold
396
– – ﹤0.01% 219
2021
Q3 		$28K Sell
396
-92
-19% -$6.69K ﹤0.01% 217
2021
Q2 		$34K Buy
+488
New +$32.4K ﹤0.01% 209

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NewSquare Capital's VONG Position: Q3 2024 in Review

NewSquare Capital sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 175 shares — an estimated $16.4K sold.

NewSquare Capital first reported a position in VONG in Q2 2021 and held it in 7 quarters. The position peaked at $34K in Q2 2021. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

  • NewSquare Capital reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • NewSquare Capital sold 175 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $16.4K.
  • NewSquare Capital first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and held it in 7 quarters.
  • NewSquare Capital's Vanguard Russell 1000 Growth ETF position peaked at $34K in Q2 2021.
  • 633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on NewSquare Capital's 13F filing for Q3 2024, filed 4 Nov 2024.