SFA
Source Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $859K | Buy |
3,302
+12
| +0.4% | +$3.12K | 0.25% | 51 |
|
|
2024
Q2 | $810K | Sell |
3,290
-215
| -6% | -$52.9K | 0.25% | 51 |
|
|
2024
Q1 | $835K | Buy |
3,505
+9
| +0.3% | +$2.15K | 0.25% | 49 |
|
|
2023
Q4 | $758K | Buy |
3,496
+28
| +0.8% | +$6.07K | 0.24% | 61 |
|
|
2023
Q3 | $675K | Sell |
3,468
-226
| -6% | -$44K | 0.23% | 62 |
|
|
2023
Q2 | $745K | Buy |
3,694
+24
| +0.7% | +$4.84K | 0.24% | 58 |
|
|
2023
Q1 | $684K | Buy |
3,670
+48
| +1% | +$8.94K | 0.23% | 63 |
|
|
2022
Q4 | $631K | Hold |
3,622
| – | – | 0.24% | 69 |
|
|
2022
Q3 | $592K | Sell |
3,622
-6,356
| -64% | -$1.04M | 0.23% | 69 |
|
|
2022
Q2 | $1.72M | Buy |
+9,978
| New | +$1.72M | 0.67% | 36 |
|