Source 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
2024
Q3
$859K Buy
2024
Q2
$810K Sell
2024
Q1
$835K Buy
2023
Q4
$758K Buy
2023
Q3
$675K Sell
2023
Q2
$745K Buy
2023
Q1
$684K Buy
2022
Q4
$631K Hold
2022
Q3
$592K Sell
2022
Q2
$1.72M Buy