SageView Advisory Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Hold
1,658
0.02% 377
2025
Q1
$421K Buy
1,658
+296
+22% +$75.1K 0.02% 380
2024
Q4
$363K Hold
1,362
0.02% 398
2024
Q3
$354K Buy
1,362
+440
+48% +$114K 0.02% 354
2024
Q2
$227K Sell
922
-9,598
-91% -$2.36M 0.01% 507
2024
Q1
$616K Buy
10,520
+3,546
+51% +$208K 0.03% 280
2023
Q4
$1.56M Buy
+6,974
New +$1.56M 0.07% 188