CWM
Compass Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Hold |
3,125
| – | – | 0.21% | 87 |
|
|
2025
Q1 | $793K | Hold |
3,125
| – | – | 0.2% | 85 |
|
|
2024
Q4 | $834K | Hold |
3,125
| – | – | 0.2% | 84 |
|
|
2024
Q3 | $813K | Hold |
3,125
| – | – | 0.19% | 86 |
|
|
2024
Q2 | $769K | Hold |
3,125
| – | – | 0.19% | 91 |
|
|
2024
Q1 | $745K | Hold |
3,125
| – | – | 0.19% | 99 |
|
|
2023
Q4 | $678K | Hold |
3,125
| – | – | 0.19% | 99 |
|
|
2023
Q3 | $608K | Hold |
3,125
| – | – | 0.19% | 106 |
|
|
2023
Q2 | $630K | Hold |
3,125
| – | – | 0.19% | 106 |
|
|
2023
Q1 | $582K | Hold |
3,125
| – | – | 0.19% | 110 |
|
|
2022
Q4 | $545K | Buy |
+3,125
| New | +$545K | 0.18% | 111 |
|