SWA
Sax Wealth Advisors’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 | $386K | Sell |
3,531
-413
| -10% | -$45.1K | 0.02% | 292 |
|
|
2025
Q1 | $366K | Hold |
3,944
| – | – | 0.03% | 261 |
|
|
2024
Q4 | $407K | Buy |
3,944
+231
| +6% | +$23.9K | 0.03% | 216 |
|
|
2024
Q3 | $358K | Buy |
3,713
+1,134
| +44% | +$109K | 0.03% | 201 |
|
|
2024
Q2 | $242K | Buy |
+2,579
| New | +$242K | 0.02% | 240 |
|