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Stratos Wealth Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-201
Closed -$27K – 2455
2018
Q3 		$27K Buy
+201
New +$26.3K ﹤0.01% 1737
2018
Q2 		– Sell
-239
Closed -$29K – 2541
2018
Q1 		$29K Buy
239
+40
+20% +$5.01K ﹤0.01% 1856
2017
Q4 		$24K Buy
+199
New +$23.8K ﹤0.01% 1848

Other funds holding VONE

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stratos Wealth Partners's VONE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2018, closing a stake of 201 shares — an estimated $27K sold.

Stratos Wealth Partners first reported a position in VONE in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q1 2018. 80 funds tracked by Wall St. Rank hold VONE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Vanguard Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 201 Vanguard Russell 1000 ETF shares in Q4 2018, an estimated $27K.
  • Stratos Wealth Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Vanguard Russell 1000 ETF position peaked at $29K in Q1 2018.
  • 80 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.