Relyea Zuckerberg Hanson’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.52M	Buy	68,575 +23,822	+53%	+$2.78M	0.76%	33
2025 Q4	$5.45M	Buy	44,753 +3,184	+8%	+$388K	0.55%	38
2025 Q3	$5.01M	Buy	41,569 +4,389	+12%	+$503K	0.53%	39
2025 Q2	$4.06M	Buy	37,180 +24,775	+200%	+$2.44M	0.48%	41
2025 Q1	$1.15M	Buy	12,405 +2,884	+30%	+$293K	0.16%	83
2024 Q4	$983K	Buy	9,521 +205	+2%	+$20.8K	0.13%	91
2024 Q3	$899K	Buy	9,316 +5,307	+132%	+$495K	0.14%	88
2024 Q2	$376K	Sell	4,009 -59	-1%	-$5.19K	0.06%	154
2024 Q1	$353K	Buy	4,068 +13	+0.3%	+$1.08K	0.06%	157
2023 Q4	$316K	Hold	4,055	–	–	0.06%	162
2023 Q3	$278K	Buy	4,055 +28	+0.7%	+$1.99K	0.06%	154
2023 Q2	$285K	Hold	4,027	–	–	0.06%	155
2023 Q1	$253K	Sell	4,027 -424	-10%	-$25.1K	0.06%	161
2022 Q4	$245K	Sell	4,451 -5,014	-53%	-$284K	0.07%	152
2022 Q3	$513K	Sell	9,465 -328	-3%	-$19.8K	0.19%	84
2022 Q2	$551K	Buy	9,793 +4,927	+101%	+$304K	0.21%	75
2022 Q1	$334K	Sell	4,866 -13,439	-73%	-$943K	0.11%	121
2021 Q4	$1.26M	Buy	+18,305	New	+$1.4M	0.46%	40