Arkadios Wealth Advisors’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
Q4 | – | Sell |
-125
| Closed | -$25K | – | 1743 |
|
|
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% | -$80.6K | 0.01% | 601 |
|
|
2020
Q2 | $91.7K | Sell |
625
-100
| -14% | -$14.7K | 0.05% | 269 |
|
|
2020
Q1 | $85K | Buy |
725
+625
| +625% | +$73.3K | 0.05% | 257 |
|
|
2019
Q4 | $15.5K | Buy |
+100
| New | +$15.5K | 0.01% | 508 |
|