C.M. Bidwell & Associates’s Vanguard Russell 1000 ETF VONE Stock Holding History

C.M. Bidwell & Associates’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
2022 Q4	–	Sell	-179	Closed	-$29K	–	540
2022 Q3	$29K	Hold	179	–	–	0.02%	314
2022 Q2	$31K	Sell	179 -180	-50%	-$33.7K	0.02%	312
2022 Q1	$74K	Buy	359 +120	+50%	+$24.5K	0.05%	265
2021 Q4	$52K	Buy	239 +179	+298%	+$38.1K	0.03%	292
2021 Q3	$12K	Hold	60	–	–	0.01%	383
2021 Q2	$12K	Buy	+60	New	+$11.7K	0.01%	384

Other funds holding VONE

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

C.M. Bidwell & Associates's VONE Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2022, closing a stake of 179 shares — an estimated $29K sold.

C.M. Bidwell & Associates first reported a position in VONE in Q2 2021 and held it in 6 quarters. The position peaked at $74K in Q1 2022. 214 funds tracked by Wall St. Rank hold VONE as of Q4 2022.

C.M. Bidwell & Associates reported no remaining Vanguard Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 179 Vanguard Russell 1000 ETF shares in Q4 2022, an estimated $29K.
C.M. Bidwell & Associates first reported a position in Vanguard Russell 1000 ETF in Q2 2021 and held it in 6 quarters.
C.M. Bidwell & Associates's Vanguard Russell 1000 ETF position peaked at $74K in Q1 2022.
214 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.