Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Sell |
145
-145
| -50% | -$40.7K | ﹤0.01% | 1690 |
|
|
2025
Q1 | $73.6K | Buy |
290
+145
| +100% | +$36.8K | ﹤0.01% | 1725 |
|
|
2024
Q4 | $38.7K | Hold |
145
| – | – | ﹤0.01% | 1417 |
|
|
2024
Q3 | $37.7K | Hold |
145
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q2 | $35.7K | Hold |
145
| – | – | ﹤0.01% | 1181 |
|
|
2024
Q1 | $34.6K | Buy |
+145
| New | +$34.6K | ﹤0.01% | 1194 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$4K | – | 2597 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 2286 |
|
|
2022
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 2365 |
|
|
2021
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 2423 |
|
|
2021
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 2477 |
|
|
2021
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 2473 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 2753 |
|
|
2020
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 2570 |
|