Tradewinds Capital Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Tradewinds Capital Management’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
2023 Q1	–	Sell	-22	Closed	-$1.21K	–	569
2022 Q4	$1.21K	Buy	22 +17	+340%	+$962	﹤0.01%	399
2022 Q3	$0	Buy	+5	New	+$302	﹤0.01%	511
2022 Q2	–	Sell	-27	Closed	-$2K	–	795
2022 Q1	$2K	Buy	27 +2	+8%	+$140	﹤0.01%	692
2021 Q4	$2K	Sell	25 -50	-67%	-$3.81K	﹤0.01%	698
2021 Q3	$5K	Sell	75 -845	-92%	-$61.5K	﹤0.01%	570
2021 Q2	$64K	Buy	+920	New	+$61K	0.01%	206

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradewinds Capital Management's VONG Position: Q1 2023 in Review

Tradewinds Capital Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2023, closing a stake of 22 shares — an estimated $1.21K sold.

Tradewinds Capital Management first reported a position in VONG in Q2 2021 and held it in 6 quarters. The position peaked at $64K in Q2 2021. 423 funds tracked by Wall St. Rank hold VONG as of Q1 2023.

Tradewinds Capital Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Tradewinds Capital Management sold 22 Vanguard Russell 1000 Growth ETF shares in Q1 2023, an estimated $1.21K.
Tradewinds Capital Management first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and held it in 6 quarters.
Tradewinds Capital Management's Vanguard Russell 1000 Growth ETF position peaked at $64K in Q2 2021.
423 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2023.

Based on Tradewinds Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.