Retirement Planning Group (New York)’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	$2.32M	Sell	8,250 -152	-2%	-$42.7K	2.04%	17
2025 Q1	$2.13M	Sell	8,402 -53	-0.6%	-$13.5K	2.17%	16
2024 Q4	$2.26M	Buy	+8,455	New	+$2.26M	2.48%	15