Dynamic Advisor Solutions’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-915
| Closed | -$218K | – | 997 |
|
|
2024
Q1 | $218K | Buy |
+915
| New | +$218K | 0.01% | 840 |
|
|
2023
Q4 | – | Sell |
-1,190
| Closed | -$232K | – | 942 |
|
|
2023
Q3 | $232K | Buy |
1,190
+3
| +0.3% | +$584 | 0.01% | 737 |
|
|
2023
Q2 | $239K | Sell |
1,187
-156
| -12% | -$31.4K | 0.01% | 690 |
|
|
2023
Q1 | $250K | Buy |
1,343
+19
| +1% | +$3.54K | 0.01% | 641 |
|
|
2022
Q4 | $231K | Sell |
1,324
-171
| -11% | -$29.8K | 0.02% | 626 |
|
|
2022
Q3 | $244K | Buy |
+1,495
| New | +$244K | 0.02% | 578 |
|
|
2022
Q2 | – | Sell |
-1,492
| Closed | -$309K | – | 777 |
|
|
2022
Q1 | $309K | Buy |
+1,492
| New | +$309K | 0.02% | 546 |
|