JFS Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

JFS Wealth Advisors’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.91M	Hold	8,595	–	–	0.15%	89
2026 Q1	$2.54M	Hold	8,595	–	–	0.14%	93
2025 Q4	$2.66M	Hold	8,595	–	–	0.15%	87
2025 Q3	$2.6M	Hold	8,595	–	–	0.15%	88
2025 Q2	$2.41M	Hold	8,595	–	–	0.15%	87
2025 Q1	$2.18M	Hold	8,595	–	–	0.15%	87
2024 Q4	$2.29M	Hold	8,595	–	–	0.16%	83
2024 Q3	$2.24M	Buy	8,595 +6,968	+428%	+$1.75M	0.15%	89
2024 Q2	$400K	Hold	1,627	–	–	0.03%	165
2024 Q1	$388K	Hold	1,627	–	–	0.03%	174
2023 Q4	$353K	Sell	1,627 -550	-25%	-$111K	0.03%	166
2023 Q3	$424K	Hold	2,177	–	–	0.04%	160
2023 Q2	$439K	Sell	2,177 -150	-6%	-$28.6K	0.04%	160
2023 Q1	$434K	Hold	2,327	–	–	0.04%	156
2022 Q4	$406K	Hold	2,327	–	–	0.04%	160
2022 Q3	$380K	Hold	2,327	–	–	0.04%	163
2022 Q2	$400K	Hold	2,327	–	–	0.04%	157
2022 Q1	$482K	Hold	2,327	–	–	0.05%	163
2021 Q4	$509K	Hold	2,327	–	–	0.05%	156
2021 Q3	$466K	Sell	2,327 -361	-13%	-$74.3K	0.05%	152
2021 Q2	$538K	Hold	2,688	–	–	0.08%	114
2021 Q1	$498K	Buy	2,688 +1	+0%	+$181	0.1%	103
2020 Q4	$471K	Sell	2,687 -1,448	-35%	-$239K	0.1%	98
2020 Q3	$640K	Buy	4,135 +1	+0%	+$153	0.15%	83
2020 Q2	$587K	Buy	4,134 +1	+0%	+$134	0.15%	85
2020 Q1	$485K	Buy	4,133 +2	+0%	+$280	0.15%	85
2019 Q4	$609K	Buy	4,131 +4	+0.1%	+$564	0.15%	86
2019 Q3	$561K	Hold	4,127	–	–	0.14%	87
2019 Q2	$556K	Buy	4,127 +1	+0%	+$132	0.14%	88
2019 Q1	$536K	Buy	4,126 +2	+0%	+$250	0.14%	88
2018 Q4	$472K	Buy	4,124 +3	+0.1%	+$370	0.13%	93
2018 Q3	$550K	Buy	4,121 +2	+0%	+$262	0.14%	88
2018 Q2	$514K	Hold	4,119	–	–	0.14%	87
2018 Q1	$499K	Buy	4,119 +1	+0%	+$125	0.13%	86
2017 Q4	$504K	Buy	4,118 +3	+0.1%	+$358	0.12%	88
2017 Q3	$475K	Buy	4,115 +2	+0%	+$226	0.12%	84
2017 Q2	$457K	Buy	4,113 +1	+0%	+$110	0.13%	78
2017 Q1	$422K	Hold	4,112	–	–	0.11%	91
2016 Q4	$422K	Sell	4,112 -172	-4%	-$17.2K	0.11%	91
2016 Q3	$427K	Buy	4,284 +2	+0%	+$198	0.12%	87
2016 Q2	$411K	Buy	4,282 +2	+0%	+$190	0.11%	103
2016 Q1	$404K	Buy	4,280 +3	+0.1%	+$268	0.12%	91
2015 Q4	$400K	Buy	+4,277	New	+$404K	0.12%	94

Other funds holding VONE

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return