Topel & Distasi Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Hold |
9,367
| – | – | 1.38% | 24 |
|
|
2025
Q1 | $2.38M | Sell |
9,367
-2,327
| -20% | -$591K | 1.11% | 26 |
|
|
2024
Q4 | $3.12M | Sell |
11,694
-715
| -6% | -$191K | 1.34% | 23 |
|
|
2024
Q3 | $3.23M | Hold |
12,409
| – | – | 1.34% | 25 |
|
|
2024
Q2 | $3.05M | Hold |
12,409
| – | – | 1.34% | 26 |
|
|
2024
Q1 | $2.96M | Hold |
12,409
| – | – | 1.31% | 26 |
|
|
2023
Q4 | $2.69M | Hold |
12,409
| – | – | 1.28% | 27 |
|
|
2023
Q3 | $2.42M | Hold |
12,409
| – | – | 1.27% | 29 |
|
|
2023
Q2 | $2.5M | Hold |
12,409
| – | – | 1.26% | 29 |
|
|
2023
Q1 | $2.31M | Buy |
+12,409
| New | +$2.31M | 1.21% | 29 |
|
|
2022
Q4 | – | Sell |
-12,101
| Closed | -$2.18M | – | 73 |
|
|
2022
Q3 | $2.18M | Hold |
12,101
| – | – | 1.2% | 27 |
|
|
2022
Q2 | $2.08M | Hold |
12,101
| – | – | 1.2% | 26 |
|
|
2022
Q1 | $2.51M | Hold |
12,101
| – | – | 1.05% | 32 |
|
|
2021
Q4 | $2.65M | Buy |
+12,101
| New | +$2.65M | 1.08% | 34 |
|