TimeScale Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

TimeScale Financial’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
2021 Q4	–	Sell	-611	Closed	-$122K	–	550
2021 Q3	$122K	Hold	611	–	–	0.03%	108
2021 Q2	$122K	Buy	+611	New	+$119K	0.03%	110

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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TimeScale Financial's VONE Position: Q4 2021 in Review

TimeScale Financial sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2021, closing a stake of 611 shares — an estimated $122K sold.

TimeScale Financial first reported a position in VONE in Q2 2021 and held it in 2 quarters. The position peaked at $122K in Q3 2021. 178 funds tracked by Wall St. Rank hold VONE as of Q4 2021.

TimeScale Financial reported no remaining Vanguard Russell 1000 ETF position as of Q4 2021 after selling out during the quarter.
TimeScale Financial sold 611 Vanguard Russell 1000 ETF shares in Q4 2021, an estimated $122K.
TimeScale Financial first reported a position in Vanguard Russell 1000 ETF in Q2 2021 and held it in 2 quarters.
TimeScale Financial's Vanguard Russell 1000 ETF position peaked at $122K in Q3 2021.
178 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2021.

Based on TimeScale Financial's 13F filing for Q4 2021, filed 19 Jan 2022.