PWM
Prosperity Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
32,127
-2,898
| -8% | -$316K | 1.3% | 13 |
|
|
2025
Q1 | $3.25M | Buy |
35,025
+4,430
| +14% | +$411K | 1.53% | 12 |
|
|
2024
Q4 | $3.16M | Buy |
30,595
+2,237
| +8% | +$231K | 1.3% | 13 |
|
|
2024
Q3 | $2.74M | Buy |
28,358
+6,000
| +27% | +$579K | 1.09% | 13 |
|
|
2024
Q2 | $2.1M | Buy |
22,358
+1,486
| +7% | +$139K | 1.03% | 14 |
|
|
2024
Q1 | $1.81M | Buy |
20,872
+15,756
| +308% | +$1.37M | 0.86% | 19 |
|
|
2023
Q4 | $399K | Buy |
5,116
+30
| +0.6% | +$2.34K | 0.26% | 67 |
|
|
2023
Q3 | $348K | Hold |
5,086
| – | – | 0.22% | 83 |
|
|
2023
Q2 | $360K | Buy |
+5,086
| New | +$360K | 0.23% | 66 |
|