Modern Wealth Management’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	$27.3M	Buy	97,062 +643	+0.7%	+$181K	0.68%	32
2025 Q1	$24.5M	Buy	96,419 +598	+0.6%	+$152K	0.78%	26
2024 Q4	$25.6M	Buy	95,821 +3,367	+4%	+$898K	0.95%	25
2024 Q3	$24M	Buy	92,454 +1,025	+1%	+$267K	1.47%	13
2024 Q2	$22.5M	Buy	+91,429	New	+$22.5M	1.66%	11