Wealthspire Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 14,959 shares of VONG stock, worth $1.57 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,959

Previous 14,734 1.53%

Holding current value

$1.57 Million

Previous $1.42 Million 8.65%

% of portfolio

0.02%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$95.27 - $107.82 $21,435 - $24,259	225 Added 1.53%	14,959 $1.55 Million
Q3 2024 Nov 13, 2024	BUY	$85.48 - $98.39 $487,492 - $561,118	5,703 Added 63.15%	14,734 $1.42 Million
Q2 2024 Aug 08, 2024	BUY	$81.38 - $94.58 $734,942 - $854,151	9,031 New	9,031 $847,000
Q4 2023 Feb 06, 2024	SELL	$66.09 - $78.32 $34,565 - $40,961	-523 Reduced 15.96%	2,753 $214,000
Q3 2023 Nov 06, 2023	SELL	$67.86 - $73.4 $137,959 - $149,222	-2,033 Reduced 38.29%	3,276 $224,000
Q1 2023 May 09, 2023	SELL	$54.03 - $62.89 $233,787 - $272,125	-4,327 Reduced 44.9%	5,309 $333,000
Q4 2022 Feb 13, 2023	SELL	$53.17 - $59.88 $223,420 - $251,615	-4,202 Reduced 30.37%	9,636 $531,000
Q3 2022 Nov 14, 2022	BUY	$54.21 - $66.18 $498,081 - $608,061	9,188 Added 197.59%	13,838 $750,000
Q2 2022 Aug 09, 2022	BUY	$54.1 - $72.84 $59,726 - $80,415	1,104 Added 31.13%	4,650 $262,000
Q3 2021 Nov 15, 2021	BUY	$69.93 - $75.23 $247,971 - $266,765	3,546 New	3,546 $250,000
Q2 2021 Aug 13, 2021	SELL	$62.94 - $69.93 $92,773 - $103,076	-1,474 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$59.12 - $65.5 $87,142 - $96,547	1,474 New	1,474 $369,000

Others Institutions Holding VONG

# of Institutions

762

Shares Held

150M

Call Options Held

25.7K

Put Options Held

2.1K

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About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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Wealthspire Advisors, LLC Vanguard Russell 1000 Growth E Transaction History