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NewSquare Capital’s Vanguard Russell 1000 ETF VONE Stock Holding History

NewSquare Capital’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,475
Closed -$425K – 483
2022
Q2 		$425K Buy
+2,475
New +$463K 0.05% 131

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DLIC
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RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's VONE Position: Q3 2022 in Review

NewSquare Capital sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2022, closing a stake of 2,475 shares — an estimated $425K sold.

NewSquare Capital first reported a position in VONE in Q2 2022 and held it in 1 quarter. The position peaked at $425K in Q2 2022. 196 funds tracked by Wall St. Rank hold VONE as of Q3 2022.

  • NewSquare Capital reported no remaining Vanguard Russell 1000 ETF position as of Q3 2022 after selling out during the quarter.
  • NewSquare Capital sold 2,475 Vanguard Russell 1000 ETF shares in Q3 2022, an estimated $425K.
  • NewSquare Capital first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and held it in 1 quarter.
  • NewSquare Capital's Vanguard Russell 1000 ETF position peaked at $425K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2022.

Based on NewSquare Capital's 13F filing for Q3 2022, filed 25 Oct 2022.