Topel & Distasi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.49M | Sell |
|
|||||
|
2025
Q2 | $2.63M | Hold |
|
|||||
|
2025
Q1 | $2.38M | Sell |
|
|||||
|
2024
Q4 | $3.12M | Sell |
|
|||||
|
2024
Q3 | $3.23M | Hold |
|
|||||
|
2024
Q2 | $3.05M | Hold |
|
|||||
|
2024
Q1 | $2.96M | Hold |
|
|||||
|
2023
Q4 | $2.69M | Hold |
|
|||||
|
2023
Q3 | $2.42M | Hold |
|
|||||
|
2023
Q2 | $2.5M | Hold |
|
|||||
|
2023
Q1 | $2.31M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $2.18M | Hold |
|
|||||
|
2022
Q2 | $2.08M | Hold |
|
|||||
|
2022
Q1 | $2.51M | Hold |
|
|||||
|
2021
Q4 | $2.65M | Buy |
|