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Arkadios Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Arkadios Wealth Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-125
Closed -$25K – 1749
2021
Q3 		$25K Hold
125
– – ﹤0.01% 1134
2021
Q2 		$25K Hold
125
– – ﹤0.01% 1195
2021
Q1 		$23K Hold
125
– – ﹤0.01% 940
2020
Q4 		$21K Hold
125
– – ﹤0.01% 743
2020
Q3 		$20.2K Sell
125
-500
-80% -$76.3K 0.01% 601
2020
Q2 		$91.7K Sell
625
-100
-14% -$13.4K 0.05% 269
2020
Q1 		$85K Buy
725
+625
+625% +$87.4K 0.05% 257
2019
Q4 		$15.5K Buy
+100
New +$14.1K 0.01% 508

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arkadios Wealth Advisors's VONE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2021, closing a stake of 125 shares — an estimated $25K sold.

Arkadios Wealth Advisors first reported a position in VONE in Q4 2019 and held it in 8 quarters. The position peaked at $91.7K in Q2 2020. 178 funds tracked by Wall St. Rank hold VONE as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 125 Vanguard Russell 1000 ETF shares in Q4 2021, an estimated $25K.
  • Arkadios Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $91.7K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.