Vertex Planning Partners’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy	+1,986	New	+$217K	0.05%	177
2024 Q2	–	Sell	-2,506	Closed	-$217K	–	158
2024 Q1	$217K	Buy	+2,506	New	+$217K	0.06%	148