Cyndeo Wealth Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
5,763
+658
| +13% | +$56.1K | 0.03% | 309 |
|
|
2025
Q1 | $421K | Sell |
5,105
-3,322
| -39% | -$274K | 0.03% | 320 |
|
|
2024
Q4 | $685K | Sell |
8,427
-627
| -7% | -$50.9K | 0.05% | 259 |
|
|
2024
Q3 | $754K | Buy |
9,054
+179
| +2% | +$14.9K | 0.05% | 250 |
|
|
2024
Q2 | $680K | Buy |
+8,875
| New | +$680K | 0.05% | 246 |
|
|
2023
Q1 | – | Sell |
-4,961
| Closed | -$330K | – | 335 |
|
|
2022
Q4 | $330K | Buy |
+4,961
| New | +$330K | 0.04% | 250 |
|