Cherrydale Wealth Management’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 | $16.3M | Sell |
57,909
-6,989
| -11% | -$1.96M | 5.66% | 5 |
|
|
2025
Q1 | $16.5M | Buy |
64,898
+2,492
| +4% | +$633K | 6.51% | 4 |
|
|
2024
Q4 | $16.6M | Buy |
62,406
+25,438
| +69% | +$6.78M | 6.44% | 4 |
|
|
2024
Q3 | $9.61M | Buy |
36,968
+5,981
| +19% | +$1.56M | 3.93% | 8 |
|
|
2024
Q2 | $7.63M | Buy |
30,987
+3,871
| +14% | +$953K | 3.34% | 8 |
|
|
2024
Q1 | $6.46M | Buy |
27,116
+10,810
| +66% | +$2.58M | 3.02% | 8 |
|
|
2023
Q4 | $3.54M | Buy |
16,306
+2,527
| +18% | +$548K | 1.85% | 10 |
|
|
2023
Q3 | $2.68M | Buy |
13,779
+6,454
| +88% | +$1.26M | 1.6% | 11 |
|
|
2023
Q2 | $1.48M | Buy |
7,325
+1,528
| +26% | +$308K | 1.03% | 13 |
|
|
2023
Q1 | $1.08M | Buy |
5,797
+3,176
| +121% | +$592K | 0.82% | 13 |
|
|
2022
Q4 | $457K | Buy |
+2,621
| New | +$457K | 0.38% | 19 |
|