Philip James Wealth Mangement’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
$6.8M Sell
62,311
-47
-0.1% -$5.13K 0.87% 27
2025
Q1
$5.79M Sell
62,358
-321
-0.5% -$29.8K 0.7% 33
2024
Q4
$6.47M Buy
62,679
+505
+0.8% +$52.2K 0.84% 27
2024
Q3
$6M Buy
62,174
+1,225
+2% +$118K 0.74% 33
2024
Q2
$5.72M Buy
60,949
+22,310
+58% +$2.09M 3.81% 9
2024
Q1
$3.35M Buy
38,639
+6,134
+19% +$532K 2.37% 12
2023
Q4
$2.54M Buy
+32,505
New +$2.54M 1.96% 13