Seven Post Investment Office’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Hold |
7,825
| – | – | 0.25% | 24 |
|
|
2025
Q1 | $646K | Hold |
7,825
| – | – | 0.25% | 23 |
|
|
2024
Q4 | $636K | Hold |
7,825
| – | – | 0.24% | 23 |
|
|
2024
Q3 | $652K | Hold |
7,825
| – | – | 0.1% | 35 |
|
|
2024
Q2 | $599K | Sell |
7,825
-446
| -5% | -$34.2K | 0.11% | 36 |
|
|
2024
Q1 | $650K | Hold |
8,271
| – | – | 0.16% | 34 |
|
|
2023
Q4 | $600K | Hold |
8,271
| – | – | 0.15% | 35 |
|
|
2023
Q3 | $551K | Hold |
8,271
| – | – | 0.15% | 35 |
|
|
2023
Q2 | $572K | Hold |
8,271
| – | – | 0.17% | 34 |
|
|
2023
Q1 | $553K | Hold |
8,271
| – | – | 0.2% | 31 |
|
|
2022
Q4 | $551K | Sell |
8,271
-18,765
| -69% | -$1.25M | 0.19% | 32 |
|
|
2022
Q3 | $1.61M | Buy |
27,036
+9,836
| +57% | +$587K | 0.63% | 19 |
|
|
2022
Q2 | $1.09M | Buy |
+17,200
| New | +$1.09M | 0.41% | 20 |
|