Delap Wealth Advisory’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
Q2 | $317K | Hold |
1,130
| – | – | 0.15% | 63 |
|
|
2025
Q1 | $287K | Hold |
1,130
| – | – | 0.16% | 62 |
|
|
2024
Q4 | $301K | Hold |
1,130
| – | – | 0.18% | 60 |
|
|
2024
Q3 | $294K | Hold |
1,130
| – | – | 0.19% | 47 |
|
|
2024
Q2 | $278K | Hold |
1,130
| – | – | 0.13% | 82 |
|
|
2024
Q1 | $269K | Sell |
1,130
-1,130
| -50% | -$269K | 0.11% | 174 |
|
|
2023
Q4 | $490K | Buy |
2,260
+668
| +42% | +$145K | 0.22% | 53 |
|
|
2023
Q3 | $310K | Hold |
1,592
| – | – | 0.3% | 38 |
|
|
2023
Q2 | $321K | Sell |
1,592
-684
| -30% | -$138K | 0.31% | 33 |
|
|
2023
Q1 | $424K | Hold |
2,276
| – | – | 0.43% | 32 |
|
|
2022
Q4 | $397K | Buy |
+2,276
| New | +$397K | 0.41% | 43 |
|