Premier Path 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 | $230K | Buy |
+2,108
| New | +$230K | 0.03% | 361 |
|
2025
Q1 | – | Sell |
-2,108
| Closed | -$218K | – | 387 |
|
2024
Q4 | $218K | Hold |
2,108
| – | – | 0.03% | 352 |
|
2024
Q3 | $203K | Buy |
+2,108
| New | +$203K | 0.03% | 351 |
|
2024
Q2 | – | Sell |
-2,642
| Closed | -$229K | – | 385 |
|
2024
Q1 | $229K | Sell |
2,642
-6,047
| -70% | -$524K | 0.04% | 308 |
|
2023
Q4 | $678K | Buy |
+8,689
| New | +$678K | 0.15% | 155 |
|