Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,655
| Closed | -$307K | – | 170 |
|
|
2021
Q1 | $307K | Sell |
1,655
-140
| -8% | -$26K | 0.15% | 122 |
|
|
2020
Q4 | $315K | Hold |
1,795
| – | – | 0.17% | 106 |
|
|
2020
Q3 | $278K | Hold |
1,795
| – | – | 0.17% | 102 |
|
|
2020
Q2 | $255K | Hold |
1,795
| – | – | 0.15% | 106 |
|
|
2020
Q1 | $210K | Buy |
+1,795
| New | +$210K | 0.15% | 113 |
|