IFWM
Institute for 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 | $1.84M | Hold |
21,596
| – | – | 0.21% | 108 |
|
|
2025
Q1 | $1.78M | Buy |
21,596
+12,952
| +150% | +$1.07M | 0.23% | 102 |
|
|
2024
Q4 | $702K | Sell |
8,644
-78
| -0.9% | -$6.34K | 0.09% | 230 |
|
|
2024
Q3 | $727K | Buy |
8,722
+2,832
| +48% | +$236K | 0.09% | 230 |
|
|
2024
Q2 | $451K | Hold |
5,890
| – | – | 0.06% | 302 |
|
|
2024
Q1 | $463K | Sell |
5,890
-620
| -10% | -$48.8K | 0.06% | 303 |
|
|
2023
Q4 | $472K | Buy |
6,510
+3,304
| +103% | +$240K | 0.08% | 280 |
|
|
2023
Q3 | $214K | Buy |
3,206
+145
| +5% | +$9.67K | 0.04% | 416 |
|
|
2023
Q2 | $212K | Buy |
+3,061
| New | +$212K | 0.04% | 420 |
|