Heritage Wealth Management (Arizona)’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
2024
Q2
$247K Hold
2024
Q1
$239K Hold
2023
Q4
$217K Buy
2022
Q4
$349K Buy
2022
Q3
$164K Hold
2022
Q2
$172K Sell
2022
Q1
$220K Buy
2021
Q3
$201K Hold
2021
Q2
$201K Hold
2021
Q1
$186K Buy