EWM
Endowment Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
9,710
+251
| +3% | +$70.5K | 1.41% | 17 |
|
|
2025
Q1 | $2.4M | Sell |
9,459
-511
| -5% | -$130K | 1.55% | 15 |
|
|
2024
Q4 | $2.66M | Buy |
9,970
+47
| +0.5% | +$12.5K | 1.79% | 14 |
|
|
2024
Q3 | $2.58M | Buy |
9,923
+103
| +1% | +$26.8K | 1.7% | 15 |
|
|
2024
Q2 | $2.42M | Sell |
9,820
-1,148
| -10% | -$282K | 1.76% | 14 |
|
|
2024
Q1 | $2.61M | Buy |
10,968
+1,717
| +19% | +$409K | 1.96% | 12 |
|
|
2023
Q4 | $2.01M | Buy |
9,251
+66
| +0.7% | +$14.3K | 1.67% | 17 |
|
|
2023
Q3 | $1.79M | Buy |
9,185
+1,013
| +12% | +$197K | 1.61% | 16 |
|
|
2023
Q2 | $1.65M | Buy |
8,172
+370
| +5% | +$74.6K | 1.51% | 15 |
|
|
2023
Q1 | $1.45M | Buy |
7,802
+554
| +8% | +$103K | 1.46% | 17 |
|
|
2022
Q4 | $1.26M | Buy |
7,248
+63
| +0.9% | +$11K | 1.39% | 18 |
|
|
2022
Q3 | $1.17M | Sell |
7,185
-243
| -3% | -$39.7K | 1.42% | 16 |
|
|
2022
Q2 | $1.28M | Buy |
7,428
+134
| +2% | +$23K | 1.54% | 14 |
|
|
2022
Q1 | $1.51M | Buy |
7,294
+29
| +0.4% | +$6.01K | 1.59% | 13 |
|
|
2021
Q4 | $1.59M | Buy |
+7,265
| New | +$1.59M | 1.61% | 14 |
|