CMH 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
$4.2M Sell
14,940
-479
-3% -$135K 0.98% 42
2025
Q1
$3.91M Sell
15,419
-265
-2% -$67.3K 0.98% 39
2024
Q4
$4.18M Sell
15,684
-1,832
-10% -$489K 0.96% 40
2024
Q3
$4.56M Buy
17,516
+161
+0.9% +$41.9K 1.07% 41
2024
Q2
$4.28M Sell
17,355
-65
-0.4% -$16K 1.05% 39
2024
Q1
$4.15M Sell
17,420
-353
-2% -$84.1K 1.05% 40
2023
Q4
$3.86M Buy
17,773
+916
+5% +$199K 0.93% 39
2023
Q3
$3.28M Sell
16,857
-115
-0.7% -$22.4K 0.92% 38
2023
Q2
$3.42M Buy
+16,972
New +$3.42M 0.92% 39