Wealthcare Advisory 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 | $3.25M | Buy |
29,765
+10,125
| +52% | +$1.11M | 0.07% | 222 |
|
|
2025
Q1 | $1.82M | Buy |
19,640
+2,783
| +17% | +$258K | 0.05% | 300 |
|
|
2024
Q4 | $1.74M | Sell |
16,857
-13,938
| -45% | -$1.44M | 0.05% | 299 |
|
|
2024
Q3 | $2.97M | Buy |
30,795
+279
| +0.9% | +$26.9K | 0.08% | 205 |
|
|
2024
Q2 | $2.86M | Buy |
30,516
+1,662
| +6% | +$156K | 0.09% | 184 |
|
|
2024
Q1 | $2.5M | Buy |
28,854
+5,839
| +25% | +$506K | 0.08% | 203 |
|
|
2023
Q4 | $1.8M | Buy |
23,015
+172
| +0.8% | +$13.4K | 0.07% | 217 |
|
|
2023
Q3 | $1.56M | Sell |
22,843
-1,059
| -4% | -$72.5K | 0.07% | 210 |
|
|
2023
Q2 | $1.69M | Sell |
23,902
-187
| -0.8% | -$13.2K | 0.08% | 205 |
|
|
2023
Q1 | $1.51M | Buy |
24,089
+4,083
| +20% | +$257K | 0.07% | 224 |
|
|
2022
Q4 | $1.1M | Buy |
20,006
+751
| +4% | +$41.4K | 0.05% | 261 |
|
|
2022
Q3 | $1.04M | Sell |
19,255
-682
| -3% | -$37K | 0.06% | 229 |
|
|
2022
Q2 | $1.12M | Hold |
19,937
| – | – | 0.07% | 189 |
|
|
2022
Q1 | $1.42M | Sell |
19,937
-405
| -2% | -$28.9K | 0.09% | 139 |
|
|
2021
Q4 | $1.6M | Hold |
20,342
| – | – | 0.1% | 127 |
|
|
2021
Q3 | $1.43M | Sell |
20,342
-570
| -3% | -$40.2K | 0.09% | 140 |
|
|
2021
Q2 | $1.46M | Sell |
20,912
-292
| -1% | -$20.4K | 0.1% | 140 |
|
|
2021
Q1 | $1.33M | Sell |
21,204
-320
| -1% | -$20K | 0.1% | 134 |
|
|
2020
Q4 | $1.33M | Hold |
21,524
| – | – | 0.12% | 110 |
|
|
2020
Q3 | $1.2M | Sell |
21,524
-764
| -3% | -$42.6K | 0.13% | 99 |
|
|
2020
Q2 | $1.1M | Buy |
22,288
+140
| +0.6% | +$6.9K | 0.14% | 93 |
|
|
2020
Q1 | $856K | Buy |
22,148
+3,900
| +21% | +$151K | 0.13% | 103 |
|
|
2019
Q4 | $825K | Buy |
18,248
+15,568
| +581% | +$704K | 0.1% | 121 |
|
|
2019
Q3 | $110K | Hold |
2,680
| – | – | 0.02% | 360 |
|
|
2019
Q2 | $109K | Hold |
2,680
| – | – | 0.02% | 361 |
|
|
2019
Q1 | $104K | Hold |
2,680
| – | – | 0.02% | 329 |
|
|
2018
Q4 | $90K | Buy |
2,680
+600
| +29% | +$20.1K | 0.02% | 328 |
|
|
2018
Q3 | $83K | Hold |
2,080
| – | – | 0.02% | 368 |
|
|
2018
Q2 | $76K | Buy |
2,080
+1,280
| +160% | +$46.8K | 0.01% | 378 |
|
|
2018
Q1 | $28K | Buy |
+800
| New | +$28K | 0.01% | 525 |
|