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Concert Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Concert Wealth Management’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-760
Closed -$35K – 915
2016
Q3 		$35K Buy
+760
New +$35K ﹤0.01% 854

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Janney Montgomery Scott
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JCM
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PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
CCM
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HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Concert Wealth Management's VONV Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard Russell 1000 Value ETF (VONV) in Q4 2016, closing a stake of 760 shares — an estimated $35K sold.

Concert Wealth Management first reported a position in VONV in Q3 2016 and held it in 1 quarter. The position peaked at $35K in Q3 2016. 67 funds tracked by Wall St. Rank hold VONV as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Russell 1000 Value ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 760 Vanguard Russell 1000 Value ETF shares in Q4 2016, an estimated $35K.
  • Concert Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard Russell 1000 Value ETF position peaked at $35K in Q3 2016.
  • 67 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.