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Oak Harvest Investment Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Oak Harvest Investment Services’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
2022
Q4 		– Sell
-3,705
Closed -$201K – 101
2022
Q3 		$201K Buy
+3,705
New +$224K 0.05% 97

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AAS
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Morgan Stanley
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TF
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Oak Harvest Investment Services's VONG Position: Q4 2022 in Review

Oak Harvest Investment Services sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2022, closing a stake of 3,705 shares — an estimated $201K sold.

Oak Harvest Investment Services first reported a position in VONG in Q3 2022 and held it in 1 quarter. The position peaked at $201K in Q3 2022. 401 funds tracked by Wall St. Rank hold VONG as of Q4 2022.

  • Oak Harvest Investment Services reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Oak Harvest Investment Services sold 3,705 Vanguard Russell 1000 Growth ETF shares in Q4 2022, an estimated $201K.
  • Oak Harvest Investment Services first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Oak Harvest Investment Services's Vanguard Russell 1000 Growth ETF position peaked at $201K in Q3 2022.
  • 401 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2022.

Based on Oak Harvest Investment Services's 13F filing for Q4 2022, filed 24 Jan 2023.