Fi3 Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,814
| Closed | -$376K | – | 57 |
|
|
2022
Q1 | $376K | Hold |
1,814
| – | – | 0.29% | 29 |
|
|
2021
Q4 | $397K | Buy |
1,814
+309
| +21% | +$67.6K | 0.26% | 27 |
|
|
2021
Q3 | $301K | Buy |
1,505
+80
| +6% | +$16K | 0.2% | 33 |
|
|
2021
Q2 | $293K | Buy |
1,425
+339
| +31% | +$69.7K | 0.2% | 36 |
|
|
2021
Q1 | $201K | Buy |
+1,086
| New | +$201K | 0.17% | 49 |
|