UWM
USAdvisors Wealth Management’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 |
-3,234
| Closed | -$281K | – | 140 |
|
|
2024
Q1 | $281K | Sell |
3,234
-1,220
| -27% | -$106K | 0.11% | 112 |
|
|
2023
Q4 | $347K | Sell |
4,454
-6,289
| -59% | -$490K | 0.14% | 93 |
|
|
2023
Q3 | $735K | Buy |
10,743
+214
| +2% | +$14.6K | 0.33% | 69 |
|
|
2023
Q2 | $745K | Sell |
10,529
-3,778
| -26% | -$267K | 0.35% | 69 |
|
|
2023
Q1 | $900K | Buy |
+14,307
| New | +$900K | 0.43% | 60 |
|