Kingswood Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
14,457
-499
| -3% | -$42.5K | 0.1% | 226 |
|
|
2025
Q1 | $1.23M | Buy |
14,956
+165
| +1% | +$13.6K | 0.11% | 212 |
|
|
2024
Q4 | $1.2M | Buy |
14,791
+7,222
| +95% | +$587K | 0.09% | 233 |
|
|
2024
Q3 | $631K | Sell |
7,569
-5,042
| -40% | -$420K | 0.05% | 395 |
|
|
2024
Q2 | $966K | Buy |
12,611
+678
| +6% | +$51.9K | 0.09% | 242 |
|
|
2024
Q1 | $938K | Buy |
11,933
+626
| +6% | +$49.2K | 0.11% | 216 |
|
|
2023
Q4 | $820K | Buy |
11,307
+5,417
| +92% | +$393K | 0.09% | 235 |
|
|
2023
Q3 | $393K | Buy |
+5,890
| New | +$393K | 0.07% | 289 |
|