Cornerstone 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
Q1 | – | Sell |
-1,411
| Closed | -$376K | – | 620 |
|
2024
Q4 | $376K | Buy |
+1,411
| New | +$376K | 0.03% | 419 |
|
2024
Q1 | – | Sell |
-2,608
| Closed | -$566K | – | 543 |
|
2023
Q4 | $566K | Hold |
2,608
| – | – | 0.05% | 295 |
|
2023
Q3 | $508K | Hold |
2,608
| – | – | 0.05% | 305 |
|
2023
Q2 | $526K | Buy |
+2,608
| New | +$526K | 0.05% | 300 |
|
2018
Q4 | – | Sell |
-88,044
| Closed | -$755K | – | 1116 |
|
2018
Q3 | $755K | Sell |
88,044
-6,991
| -7% | -$60K | 0.01% | 787 |
|
2018
Q2 | $759K | Buy |
+95,035
| New | +$759K | 0.01% | 864 |
|