Kovitz Investment Group 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
2025
Q2
$1.84M Sell
6,565
-340
-5% -$95.5K 0.01% 643
2025
Q1
$1.75M Sell
6,905
-1,782
-21% -$452K 0.01% 607
2024
Q4
$2.32M Buy
8,687
+1,996
+30% +$532K 0.01% 546
2024
Q3
$1.74M Buy
+6,691
New +$1.74M 0.01% 513