Sequoia Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
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|
2025
Q1 | $951K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $962K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $456K | Hold |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $441K | Hold |
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|
2021
Q1 | $408K | Hold |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $377K | Hold |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $249K | Hold |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $229K | Hold |
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|
2018
Q1 | $222K | Buy |
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