BXM Wealth’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
2025
Q2
$730K Sell
2,600
-50
-2% -$14K 0.87% 34
2025
Q1
$673K Sell
2,650
-40
-1% -$10.2K 0.81% 39
2024
Q4
$717K Buy
+2,690
New +$717K 1% 32