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Concord Wealth Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-24
Closed -$2K – 1125
2022
Q2 		$2K Buy
+24
New +$1.65K ﹤0.01% 1077

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Concord Wealth Partners's VONV Position: Q3 2022 in Review

Concord Wealth Partners sold out of Vanguard Russell 1000 Value ETF (VONV) in Q3 2022, closing a stake of 24 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in VONV in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 280 funds tracked by Wall St. Rank hold VONV as of Q3 2022.

  • Concord Wealth Partners reported no remaining Vanguard Russell 1000 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 24 Vanguard Russell 1000 Value ETF shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Vanguard Russell 1000 Value ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Vanguard Russell 1000 Value ETF position peaked at $2K in Q2 2022.
  • 280 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.