Avantax Planning Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
48,811
-708
| -1% | -$60.3K | 0.13% | 95 |
|
|
2025
Q1 | $4.09M | Sell |
49,519
-286
| -0.6% | -$23.6K | 0.14% | 91 |
|
|
2024
Q4 | $4.05M | Sell |
49,805
-307
| -0.6% | -$24.9K | 0.15% | 90 |
|
|
2024
Q3 | $4.18M | Hold |
50,112
| – | – | 0.15% | 89 |
|
|
2024
Q2 | $3.84M | Hold |
50,112
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $3.94M | Buy |
+50,112
| New | +$3.94M | 0.13% | 101 |
|