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Patriot Financial Group Insurance Agency’s Vanguard Russell 1000 ETF VONE Stock Holding History

Patriot Financial Group Insurance Agency’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
-88
Closed -$15K – 1903
2022
Q2 		$15K Buy
88
+43
+96% +$8.05K ﹤0.01% 1117
2022
Q1 		$9K Hold
45
– – ﹤0.01% 1420
2021
Q4 		$10K Hold
45
– – ﹤0.01% 1500
2021
Q3 		$9K Buy
45
+11
+32% +$2.26K ﹤0.01% 1531
2021
Q2 		$7K Buy
+34
New +$6.63K ﹤0.01% 1569

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VONE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2022, closing a stake of 88 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in VONE in Q2 2021 and held it in 5 quarters. The position peaked at $15K in Q2 2022. 196 funds tracked by Wall St. Rank hold VONE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Russell 1000 ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 88 Vanguard Russell 1000 ETF shares in Q3 2022, an estimated $15K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Russell 1000 ETF in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Russell 1000 ETF position peaked at $15K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.