LFA
Level Financial Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-771
| Closed | -$51K | – | 296 |
|
|
2022
Q4 | $51K | Sell |
771
-2,223
| -74% | -$147K | 0.03% | 96 |
|
|
2022
Q3 | $179K | Buy |
2,994
+599
| +25% | +$35.8K | 0.13% | 53 |
|
|
2022
Q2 | $152K | Buy |
2,395
+2,224
| +1,301% | +$141K | 0.11% | 57 |
|
|
2022
Q1 | $12K | Hold |
171
| – | – | 0.01% | 150 |
|
|
2021
Q4 | $13K | Buy |
+171
| New | +$13K | 0.01% | 163 |
|