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CFM Wealth Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

CFM Wealth Partners’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
2020
Q2 		– Sell
-244
Closed -$29K – 546
2020
Q1 		$29K Buy
+244
New +$34.1K 0.01% 327

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RCIM
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UBS Group
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFM Wealth Partners's VONE Position: Q2 2020 in Review

CFM Wealth Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2020, closing a stake of 244 shares — an estimated $29K sold.

CFM Wealth Partners first reported a position in VONE in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 114 funds tracked by Wall St. Rank hold VONE as of Q2 2020.

  • CFM Wealth Partners reported no remaining Vanguard Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 244 Vanguard Russell 1000 ETF shares in Q2 2020, an estimated $29K.
  • CFM Wealth Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2020 and held it in 1 quarter.
  • CFM Wealth Partners's Vanguard Russell 1000 ETF position peaked at $29K in Q1 2020.
  • 114 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.