SWA
Stratos 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
Q1 | – | Sell |
-2,913
| Closed | -$301K | – | 758 |
|
2024
Q4 | $301K | Sell |
2,913
-5,395
| -65% | -$557K | 0.01% | 583 |
|
2024
Q3 | $802K | Sell |
8,308
-24
| -0.3% | -$2.32K | 0.04% | 396 |
|
2024
Q2 | $782K | Buy |
+8,332
| New | +$782K | 0.04% | 379 |
|
2022
Q1 | – | Sell |
-12,506
| Closed | -$982K | – | 583 |
|
2021
Q4 | $982K | Buy |
12,506
+1,140
| +10% | +$89.5K | 0.07% | 284 |
|
2021
Q3 | $801K | Sell |
11,366
-465
| -4% | -$32.8K | 0.07% | 288 |
|
2021
Q2 | $826K | Buy |
+11,831
| New | +$826K | 0.07% | 270 |
|