EFG
Ethos Financial Group’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
2,781
-1,375
| -33% | -$386K | 0.07% | 200 |
|
|
2025
Q1 | $1.11M | Hold |
4,156
| – | – | 0.11% | 153 |
|
|
2024
Q4 | $1.11M | Sell |
4,156
-632
| -13% | -$169K | 0.14% | 102 |
|
|
2024
Q3 | $1.25M | Sell |
4,788
-88
| -2% | -$22.9K | 0.21% | 72 |
|
|
2024
Q2 | $1.2M | Hold |
4,876
| – | – | 0.21% | 72 |
|
|
2024
Q1 | $1.16M | Sell |
4,876
-713
| -13% | -$170K | 0.22% | 70 |
|
|
2023
Q4 | $1.21M | Buy |
5,589
+2,945
| +111% | +$639K | 0.26% | 66 |
|
|
2023
Q3 | $515K | Hold |
2,644
| – | – | 0.13% | 93 |
|
|
2023
Q2 | $493K | Hold |
2,644
| – | – | 0.17% | 71 |
|
|
2023
Q1 | $493K | Hold |
2,644
| – | – | 0.15% | 84 |
|
|
2022
Q4 | $461K | Buy |
+2,644
| New | +$461K | 0.16% | 79 |
|