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PFG Private Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

PFG Private Wealth Management’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
2023
Q4 		– Sell
-189
Closed -$12.9K – 306
2023
Q3 		$12.9K Buy
+189
New +$13.4K 0.01% 174

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFG Private Wealth Management's VONG Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q4 2023, closing a stake of 189 shares — an estimated $12.9K sold.

PFG Private Wealth Management first reported a position in VONG in Q3 2023 and held it in 1 quarter. The position peaked at $12.9K in Q3 2023. 542 funds tracked by Wall St. Rank hold VONG as of Q4 2023.

  • PFG Private Wealth Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 189 Vanguard Russell 1000 Growth ETF shares in Q4 2023, an estimated $12.9K.
  • PFG Private Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • PFG Private Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $12.9K in Q3 2023.
  • 542 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.