Plan Group Financial’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
$402K Sell
3,677
-2,703
-42% -$295K 0.13% 116
2025
Q1
$592K Sell
6,380
-22
-0.3% -$2.04K 0.21% 89
2024
Q4
$661K Sell
6,402
-501
-7% -$51.8K 0.35% 61
2024
Q3
$666K Buy
6,903
+385
+6% +$37.2K 0.35% 59
2024
Q2
$611K Sell
6,518
-12,167
-65% -$1.14M 0.37% 58
2024
Q1
$1.62M Buy
18,685
+8,488
+83% +$736K 1.06% 23
2023
Q4
$796K Buy
+10,197
New +$796K 0.7% 33
2022
Q2
$1.69M Buy
+29,963
New +$1.69M 2.9% 12