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Realta Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Realta Investment Advisors’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-308
Closed -$28.9K – 762
2024
Q2 		$28.9K Hold
308
– – 0.01% 585
2024
Q1 		$26.7K Buy
+308
New +$25.5K 0.01% 611
2023
Q4 		– Sell
-308
Closed -$21.8K – 789
2023
Q3 		$21.8K Hold
308
– – 0.01% 606
2023
Q2 		$21.8K Buy
+308
New +$20.2K ﹤0.01% 652
2023
Q1 		– Sell
-75
Closed -$4.13K – 817
2022
Q4 		$4.13K Hold
75
– – ﹤0.01% 779
2022
Q3 		$4K Buy
+75
New +$4.54K ﹤0.01% 762
2020
Q1 		– Sell
-160
Closed -$7K – 1357
2019
Q4 		$7K Hold
160
– – ﹤0.01% 1265
2019
Q3 		$7K Hold
160
– – ﹤0.01% 1240
2019
Q2 		$6K Hold
160
– – ﹤0.01% 1333
2019
Q1 		$6K Buy
+160
New +$5.91K ﹤0.01% 1044

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Realta Investment Advisors's VONG Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 308 shares — an estimated $28.9K sold.

Realta Investment Advisors first reported a position in VONG in Q1 2019 and held it in 10 quarters. The position peaked at $28.9K in Q2 2024. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

  • Realta Investment Advisors reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 308 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $28.9K.
  • Realta Investment Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2019 and held it in 10 quarters.
  • Realta Investment Advisors's Vanguard Russell 1000 Growth ETF position peaked at $28.9K in Q2 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.