GWM
Guardian Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-560
| Closed | -$46.2K | – | 209 |
|
|
2025
Q1 | $46.2K | Hold |
560
| – | – | 0.03% | 108 |
|
|
2024
Q4 | $45.5K | Hold |
560
| – | – | 0.03% | 118 |
|
|
2024
Q3 | $46.7K | Buy |
560
+158
| +39% | +$13.2K | 0.03% | 116 |
|
|
2024
Q2 | $30.8K | Hold |
402
| – | – | 0.02% | 125 |
|
|
2024
Q1 | $31.6K | Buy |
402
+1
| +0.2% | +$79 | 0.02% | 122 |
|
|
2023
Q4 | $29.1K | Buy |
401
+3
| +0.8% | +$217 | 0.02% | 124 |
|
|
2023
Q3 | $26.5K | Buy |
398
+2
| +0.5% | +$133 | 0.02% | 124 |
|
|
2023
Q2 | $27.4K | Sell |
396
-123
| -24% | -$8.51K | 0.03% | 126 |
|
|
2023
Q1 | $34.7K | Buy |
519
+3
| +0.6% | +$200 | 0.03% | 122 |
|
|
2022
Q4 | $34.4K | Sell |
516
-201
| -28% | -$13.4K | 0.03% | 128 |
|
|
2022
Q3 | $43K | Buy |
717
+4
| +0.6% | +$240 | 0.05% | 116 |
|
|
2022
Q2 | $45K | Hold |
713
| – | – | 0.05% | 117 |
|
|
2022
Q1 | $52K | Buy |
713
+3
| +0.4% | +$219 | 0.05% | 122 |
|
|
2021
Q4 | $52K | Buy |
+710
| New | +$52K | 0.05% | 118 |
|