WOSD
WFA of San Diego’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 | $3.54M | Buy |
+32,457
| New | +$3.54M | 2.61% | 6 |
|
|
2024
Q3 | $2.85M | Buy |
29,579
+1,810
| +7% | +$175K | 2.41% | 7 |
|
|
2024
Q2 | $2.61M | Buy |
+27,769
| New | +$2.61M | 2.33% | 7 |
|
|
2023
Q3 | $345K | Buy |
5,041
+361
| +8% | +$24.7K | 0.36% | 61 |
|
|
2023
Q2 | $331K | Buy |
+4,680
| New | +$331K | 0.33% | 60 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$1.49K | – | 416 |
|
|
2022
Q4 | $1.49K | Buy |
+27
| New | +$1.49K | ﹤0.01% | 440 |
|