Secure Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,150
Closed -$2.82M 204
2023
Q1
$2.82M Buy
15,150
+190
+1% +$35.4K 0.94% 19
2022
Q4
$2.61M Buy
+14,960
New +$2.61M 0.94% 20