M Holdings Securities’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 | $4.95M | Buy |
17,627
+194
| +1% | +$54.5K | 0.85% | 32 |
|
|
2025
Q1 | $4.43M | Sell |
17,433
-1,899
| -10% | -$482K | 0.74% | 31 |
|
|
2024
Q4 | $5.16M | Buy |
19,332
+1,324
| +7% | +$353K | 0.83% | 29 |
|
|
2024
Q3 | $4.68M | Buy |
18,008
+32
| +0.2% | +$8.32K | 1.18% | 22 |
|
|
2024
Q2 | $4.42M | Buy |
17,976
+661
| +4% | +$163K | 0.57% | 34 |
|
|
2024
Q1 | $4.13M | Buy |
17,315
+3,971
| +30% | +$946K | 0.69% | 31 |
|
|
2023
Q4 | $2.9M | Buy |
+13,344
| New | +$2.9M | 0.33% | 60 |
|