AdvicePeriod’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$2.62M Buy
13,056
+4,417
+51% +$885K 0.17% 53
2021
Q1
$1.6M Buy
8,639
+2,501
+41% +$463K 0.11% 56
2020
Q4
$1.08M Buy
6,138
+4,358
+245% +$763K 0.08% 62
2020
Q3
$276K Buy
+1,780
New +$276K 0.03% 77