Institute for Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Institute for Wealth Management’s Portfolio VONV Stock Details VONV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.93M	Sell
2025 Q2	$1.84M	Hold
2025 Q1	$1.78M	Buy
2024 Q4	$702K	Sell
2024 Q3	$727K	Buy
2024 Q2	$451K	Hold
2024 Q1	$463K	Sell
2023 Q4	$472K	Buy
2023 Q3	$214K	Buy
2023 Q2	$212K	Buy