EP Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $57.8M | Buy |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $258K | Buy |
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