Global Retirement Partners’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
2025 Q4	$4.22M	Buy	13,669 +11,321	+482%	+$3.47M	0.08%	242
2025 Q3	$710K	Buy	2,348 +6	+0.3%	+$1.75K	0.02%	640
2025 Q2	$658K	Buy	+2,342	New	+$608K	0.02%	631
2024 Q4	$803K	Sell	3,009 -934	-24%	-$250K	0.02%	500
2024 Q3	$1.03M	Sell	3,943 -47,082	-92%	-$11.8M	0.03%	440
2024 Q2	$12.6M	Buy	51,025 +11,281	+28%	+$2.68M	0.39%	49
2024 Q1	$9.47M	Buy	39,744 +3,796	+11%	+$861K	0.35%	60
2023 Q4	$7.78M	Buy	35,948 +35,705	+14,693%	+$7.23M	0.33%	68
2023 Q3	$46.9K	Buy	243 +2	+0.8%	+$405	﹤0.01%	1307
2023 Q2	$48.6K	Buy	241 +2	+0.8%	+$381	﹤0.01%	1289
2023 Q1	$44.2K	Sell	239 -102	-30%	-$18.6K	﹤0.01%	1295
2022 Q4	$59.4K	Hold	341	–	–	﹤0.01%	1006
2022 Q3	$60K	Buy	341 +3	+0.9%	+$544	﹤0.01%	948
2022 Q2	$58K	Hold	338	–	–	﹤0.01%	942
2022 Q1	$61K	Buy	+338	New	+$69K	﹤0.01%	918
2017 Q1	–	Sell	-4,500	Closed	-$462K	–	1154
2016 Q4	$462K	Buy	+4,500	New	+$451K	0.31%	73