Lehman & Derafelo Financial Resources’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
2022
Q4
$563K Hold
3,230
0.17% 59
2022
Q3
$530K Buy
3,230
+1,100
+52% +$180K 0.17% 57
2022
Q2
$367K Hold
2,130
0.11% 70
2022
Q1
$441K Buy
2,130
+500
+31% +$104K 0.12% 69
2021
Q4
$357K Buy
+1,630
New +$357K 0.11% 74