HFA
Highland Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,138
| Closed | -$543K | – | 57 |
|
|
2025
Q1 | $543K | Buy |
+2,138
| New | +$543K | 0.19% | 34 |
|
|
2023
Q1 | – | Sell |
-1,609
| Closed | -$280K | – | 49 |
|
|
2022
Q4 | $280K | Sell |
1,609
-2,008
| -56% | -$349K | 0.16% | 40 |
|
|
2022
Q3 | $591K | Buy |
3,617
+1,289
| +55% | +$211K | 0.41% | 29 |
|
|
2022
Q2 | $400K | Buy |
+2,328
| New | +$400K | 0.27% | 40 |
|