Global Retirement Partners’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 | $658K | Buy |
+2,342
| New | +$658K | 0.02% | 631 |
|
2024
Q4 | $803K | Sell |
3,009
-934
| -24% | -$249K | 0.02% | 500 |
|
2024
Q3 | $1.03M | Sell |
3,943
-47,082
| -92% | -$12.2M | 0.03% | 440 |
|
2024
Q2 | $12.6M | Buy |
51,025
+11,281
| +28% | +$2.78M | 0.39% | 49 |
|
2024
Q1 | $9.47M | Buy |
39,744
+3,796
| +11% | +$905K | 0.35% | 60 |
|
2023
Q4 | $7.78M | Buy |
35,948
+35,705
| +14,693% | +$7.72M | 0.33% | 68 |
|
2023
Q3 | $46.9K | Buy |
243
+2
| +0.8% | +$386 | ﹤0.01% | 1308 |
|
2023
Q2 | $48.6K | Buy |
241
+2
| +0.8% | +$403 | ﹤0.01% | 1288 |
|
2023
Q1 | $44.2K | Sell |
239
-102
| -30% | -$18.9K | ﹤0.01% | 1294 |
|
2022
Q4 | $59.4K | Hold |
341
| – | – | ﹤0.01% | 1006 |
|
2022
Q3 | $60K | Buy |
341
+3
| +0.9% | +$528 | ﹤0.01% | 948 |
|
2022
Q2 | $58K | Hold |
338
| – | – | ﹤0.01% | 942 |
|
2022
Q1 | $61K | Buy |
+338
| New | +$61K | ﹤0.01% | 918 |
|
2017
Q1 | – | Sell |
-4,500
| Closed | -$462K | – | 1152 |
|
2016
Q4 | $462K | Buy |
+4,500
| New | +$462K | 0.31% | 73 |
|