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NewSquare Capital’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

NewSquare Capital’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-112
Closed -$8.12K – 526
2023
Q4 		$8.12K Buy
+112
New +$7.59K ﹤0.01% 286

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Janney Montgomery Scott
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LPL Financial
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Equitable Holdings
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Commonwealth Equity Services
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Citigroup
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Truist Financial
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NewSquare Capital's VONV Position: Q1 2024 in Review

NewSquare Capital sold out of Vanguard Russell 1000 Value ETF (VONV) in Q1 2024, closing a stake of 112 shares — an estimated $8.12K sold.

NewSquare Capital first reported a position in VONV in Q4 2023 and held it in 1 quarter. The position peaked at $8.12K in Q4 2023. 371 funds tracked by Wall St. Rank hold VONV as of Q1 2024.

  • NewSquare Capital reported no remaining Vanguard Russell 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • NewSquare Capital sold 112 Vanguard Russell 1000 Value ETF shares in Q1 2024, an estimated $8.12K.
  • NewSquare Capital first reported a position in Vanguard Russell 1000 Value ETF in Q4 2023 and held it in 1 quarter.
  • NewSquare Capital's Vanguard Russell 1000 Value ETF position peaked at $8.12K in Q4 2023.
  • 371 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.