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Starfire Investment Advisers’s Vanguard Russell 1000 ETF VONE Stock Holding History

Starfire Investment Advisers’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$1.38M Hold
9,705
– – 0.66% 43
2020
Q1 		$1.14M Sell
9,705
-5,890
-38% -$823K 0.63% 44
2019
Q4 		$2.3M Hold
15,595
– – 0.88% 32
2019
Q3 		$2.12M Hold
15,595
– – 0.87% 32
2019
Q2 		$2.1M Hold
15,595
– – 0.94% 30
2019
Q1 		$2.02M Hold
15,595
– – 0.93% 30
2018
Q4 		$1.78M Buy
+15,595
New +$1.92M 0.96% 30

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return