WFA
WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.5M | Sell |
636,092
-8,509
| -1% | -$929K | 14.73% | 2 |
|
|
2025
Q1 | $59.8M | Sell |
644,601
-30,436
| -5% | -$2.82M | 13.68% | 2 |
|
|
2024
Q4 | $69.7M | Buy |
675,037
+3,558
| +0.5% | +$368K | 15.62% | 2 |
|
|
2024
Q3 | $64.8M | Buy |
671,479
+6,274
| +0.9% | +$606K | 14.54% | 2 |
|
|
2024
Q2 | $62.4M | Sell |
665,205
-13,230
| -2% | -$1.24M | 15.14% | 2 |
|
|
2024
Q1 | $58.8M | Sell |
678,435
-19,252
| -3% | -$1.67M | 14.46% | 2 |
|
|
2023
Q4 | $54.4M | Sell |
697,687
-1,261
| -0.2% | -$98.4K | 14.43% | 2 |
|
|
2023
Q3 | $47.8M | Sell |
698,948
-43,995
| -6% | -$3.01M | 13.96% | 2 |
|
|
2023
Q2 | $52.6M | Sell |
742,943
-1,404
| -0.2% | -$99.3K | 14.87% | 2 |
|
|
2023
Q1 | $46.8M | Buy |
744,347
+27,612
| +4% | +$1.74M | 14% | 2 |
|
|
2022
Q4 | $39.5M | Buy |
716,735
+6,368
| +0.9% | +$351K | 12.62% | 4 |
|
|
2022
Q3 | $38.5M | Buy |
710,367
+28,473
| +4% | +$1.54M | 13.13% | 2 |
|
|
2022
Q2 | $38.4M | Buy |
681,894
+27,410
| +4% | +$1.54M | 12.67% | 3 |
|
|
2022
Q1 | $46.7M | Buy |
654,484
+48,908
| +8% | +$3.49M | 13.47% | 2 |
|
|
2021
Q4 | $47.6M | Buy |
605,576
+12,630
| +2% | +$992K | 13.44% | 2 |
|
|
2021
Q3 | $41.8M | Buy |
+592,946
| New | +$41.8M | 12.91% | 2 |
|
|
2021
Q1 | $36.3M | Buy |
145,229
+2,435
| +2% | +$609K | 12.9% | 3 |
|
|
2020
Q4 | $35.4M | Buy |
+142,794
| New | +$35.4M | 13.93% | 2 |
|