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 |
|