Capstone Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.96M | Sell |
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|
2025
Q2 | $6.54M | Buy |
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|
2025
Q1 | $5.15M | Sell |
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|
2024
Q4 | $5.44M | Sell |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $4.97M | Buy |
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|
2024
Q1 | $4.8M | Sell |
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|
2023
Q4 | $4.43M | Sell |
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|
2023
Q3 | $4.1M | Sell |
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|
2023
Q2 | $4.29M | Sell |
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|
2023
Q1 | $4M | Sell |
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|
2022
Q4 | $3.74M | Buy |
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $5.96M | Buy |
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