BAM
Beaumont Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+748
| New | +$210K | 0.11% | 64 |
|
|
2023
Q3 | – | Sell |
-1,027
| Closed | -$207K | – | 70 |
|
|
2023
Q2 | $207K | Buy |
+1,027
| New | +$207K | 0.16% | 67 |
|
|
2022
Q4 | – | Sell |
-3,023
| Closed | -$493K | – | 77 |
|
|
2022
Q3 | $493K | Buy |
3,023
+183
| +6% | +$29.8K | 0.39% | 43 |
|
|
2022
Q2 | $487K | Hold |
2,840
| – | – | 0.37% | 46 |
|
|
2022
Q1 | $588K | Buy |
+2,840
| New | +$588K | 0.4% | 45 |
|