Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $247K | Hold |
1,002
| – | – | 0.14% | 142 |
|
|
2024
Q1 | $239K | Hold |
1,002
| – | – | 0.12% | 151 |
|
|
2023
Q4 | $217K | Buy |
+1,002
| New | +$217K | 0.12% | 155 |
|
|
2022
Q4 | $349K | Buy |
2,004
+1,002
| +100% | +$175K | 0.05% | 274 |
|
|
2022
Q3 | $164K | Hold |
1,002
| – | – | 0.05% | 267 |
|
|
2022
Q2 | $172K | Sell |
1,002
-62
| -6% | -$10.7K | 0.06% | 266 |
|
|
2022
Q1 | $220K | Buy |
+1,064
| New | +$220K | 0.06% | 257 |
|
|
2021
Q3 | $201K | Hold |
1,002
| – | – | 0.07% | 216 |
|
|
2021
Q2 | $201K | Hold |
1,002
| – | – | 0.08% | 221 |
|
|
2021
Q1 | $186K | Buy |
+1,002
| New | +$186K | 0.1% | 176 |
|