SFSG
Sound Financial Strategies Group’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 | $2.34M | Sell |
21,392
-1,576
| -7% | -$172K | 1.98% | 8 |
|
|
2025
Q1 | $2.13M | Buy |
+22,968
| New | +$2.13M | 1.9% | 9 |
|
|
2023
Q3 | – | Sell |
-87,495
| Closed | -$6.19M | – | 84 |
|
|
2023
Q2 | $6.19M | Sell |
87,495
-10,155
| -10% | -$719K | 4.52% | 3 |
|
|
2023
Q1 | $6.14M | Buy |
+97,650
| New | +$6.14M | 4.1% | 3 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$1K | – | 67 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 28 |
|
|
2022
Q2 | $1K | Sell |
14
-5,525
| -100% | -$395K | ﹤0.01% | 44 |
|
|
2022
Q1 | $395K | Sell |
5,539
-193,117
| -97% | -$13.8M | 0.22% | 52 |
|
|
2021
Q4 | $15.6M | Buy |
198,656
+10,252
| +5% | +$805K | 7.8% | 3 |
|
|
2021
Q3 | $13.3M | Buy |
188,404
+150,422
| +396% | +$10.6M | 6.67% | 3 |
|
|
2021
Q2 | $2.65M | Buy |
+37,982
| New | +$2.65M | 1.32% | 11 |
|