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Clear Creek Financial Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Clear Creek Financial Management’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
Q4 		– Sell
-3,560
Closed -$552K – 337
2020
Q3 		$552K Buy
+3,560
New +$543K 0.03% 77

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Clear Creek Financial Management's VONE Position: Q4 2020 in Review

Clear Creek Financial Management sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2020, closing a stake of 3,560 shares — an estimated $552K sold.

Clear Creek Financial Management first reported a position in VONE in Q3 2020 and held it in 1 quarter. The position peaked at $552K in Q3 2020. 139 funds tracked by Wall St. Rank hold VONE as of Q4 2020.

  • Clear Creek Financial Management reported no remaining Vanguard Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 3,560 Vanguard Russell 1000 ETF shares in Q4 2020, an estimated $552K.
  • Clear Creek Financial Management first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's Vanguard Russell 1000 ETF position peaked at $552K in Q3 2020.
  • 139 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2020.

Based on Clear Creek Financial Management's 13F filing for Q4 2020, filed 12 Feb 2021.