Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $939K | Buy |
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|
2024
Q1 | $734K | Sell |
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|
2023
Q4 | $716K | Sell |
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|
2023
Q3 | $645K | Buy |
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|
2023
Q2 | $668K | Sell |
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|
2023
Q1 | $669K | Buy |
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|
2022
Q4 | $583K | Sell |
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|
2022
Q3 | $620K | Buy |
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|
2022
Q2 | $527K | Buy |
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|
2022
Q1 | $600K | Sell |
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|
2021
Q4 | $732K | Buy |
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|
2021
Q3 | $618K | Buy |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $507K | Hold |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $363K | Buy |
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