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Freedman Financial Associates’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Freedman Financial Associates’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-314
Closed -$23K – 412
2022
Q1 		$23K Hold
314
– – 0.02% 287
2021
Q4 		$23K Hold
314
– – 0.02% 278
2021
Q3 		$22K Hold
314
– – 0.02% 286
2021
Q2 		$22K Hold
314
– – 0.02% 283
2021
Q1 		$21K Buy
+314
New +$19.9K 0.02% 284

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Freedman Financial Associates's VONV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2022, closing a stake of 314 shares — an estimated $23K sold.

Freedman Financial Associates first reported a position in VONV in Q1 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2022. 287 funds tracked by Wall St. Rank hold VONV as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 314 Vanguard Russell 1000 Value ETF shares in Q2 2022, an estimated $23K.
  • Freedman Financial Associates first reported a position in Vanguard Russell 1000 Value ETF in Q1 2021 and held it in 5 quarters.
  • Freedman Financial Associates's Vanguard Russell 1000 Value ETF position peaked at $23K in Q1 2022.
  • 287 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.