Precedent Wealth Partners’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	$871K	Sell	7,980 -835	-9%	-$91.2K	0.21%	110
2025 Q1	$818K	Buy	8,815 +755	+9%	+$70.1K	0.23%	105
2024 Q4	$833K	Buy	8,060 +4,951	+159%	+$511K	0.27%	95
2024 Q3	$300K	Buy	+3,109	New	+$300K	0.1%	132