PRI
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Prepared Retirement Institute’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,754
Closed -$284K 91
2024
Q4
$284K Buy
2,754
+156
+6% +$16.1K 0.16% 67
2024
Q3
$251K Buy
2,598
+14
+0.5% +$1.35K 0.15% 67
2024
Q2
$242K Buy
2,584
+5
+0.2% +$469 0.16% 69
2024
Q1
$223K Sell
2,579
-483
-16% -$41.9K 0.17% 63
2023
Q4
$239K Buy
+3,062
New +$239K 0.18% 69