UFA
US Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,367
| Closed | -$292K | – | 90 |
|
|
2024
Q1 | $292K | Buy |
3,367
+91
| +3% | +$7.89K | 0.1% | 64 |
|
|
2023
Q4 | $256K | Buy |
+3,276
| New | +$256K | 0.1% | 66 |
|
|
2023
Q1 | – | Sell |
-48,978
| Closed | -$2.7M | – | 73 |
|
|
2022
Q4 | $2.7M | Buy |
48,978
+3,546
| +8% | +$195K | 1.35% | 21 |
|
|
2022
Q3 | $2.46M | Buy |
45,432
+3,431
| +8% | +$186K | 1.38% | 21 |
|
|
2022
Q2 | $2.36M | Buy |
+42,001
| New | +$2.36M | 1.33% | 21 |
|