Realta Investment Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Realta Investment Advisors’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
2023 Q3	–	Sell	-166	Closed	-$33.5K	–	820
2023 Q2	$33.5K	Buy	+166	New	+$31.7K	0.01%	601
2023 Q1	–	Sell	-165	Closed	-$28.8K	–	816
2022 Q4	$28.8K	Buy	165 +1	+0.6%	+$175	0.01%	608
2022 Q3	$27K	Buy	+164	New	+$29.7K	0.01%	602
2020 Q1	–	Sell	-157	Closed	-$23K	–	1356
2019 Q4	$23K	Buy	157 +1	+0.6%	+$141	0.01%	883
2019 Q3	$21K	Hold	156	–	–	0.01%	915
2019 Q2	$21K	Hold	156	–	–	0.01%	930
2019 Q1	$20K	Buy	+156	New	+$19.5K	0.01%	762

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Realta Investment Advisors's VONE Position: Q3 2023 in Review

Realta Investment Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2023, closing a stake of 166 shares — an estimated $33.5K sold.

Realta Investment Advisors first reported a position in VONE in Q1 2019 and held it in 7 quarters. The position peaked at $33.5K in Q2 2023. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

Realta Investment Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
Realta Investment Advisors sold 166 Vanguard Russell 1000 ETF shares in Q3 2023, an estimated $33.5K.
Realta Investment Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's Vanguard Russell 1000 ETF position peaked at $33.5K in Q2 2023.
235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.