Twin Peaks Wealth Advisors’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 | $791K | Sell |
2,708
-50
| -2% | -$14.6K | 0.26% | 70 |
|
|
2025
Q1 | $672K | Hold |
2,758
| – | – | 0.31% | 68 |
|
|
2024
Q4 | $736K | Hold |
2,758
| – | – | 0.31% | 63 |
|
|
2024
Q3 | $717K | Hold |
2,758
| – | – | 0.33% | 61 |
|
|
2024
Q2 | $679K | Sell |
2,758
-7
| -0.3% | -$1.72K | 0.34% | 59 |
|
|
2024
Q1 | $659K | Hold |
2,765
| – | – | 0.37% | 57 |
|
|
2023
Q4 | $600K | Buy |
+2,765
| New | +$600K | 0.38% | 55 |
|