UFA
US Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.62M | Sell |
18,181
-235
| -1% | -$59.7K | 1.36% | 24 |
|
|
2024
Q4 | $4.91M | Sell |
18,416
-160
| -0.9% | -$42.7K | 1.51% | 22 |
|
|
2024
Q3 | $4.83M | Buy |
18,576
+1,067
| +6% | +$278K | 1.5% | 21 |
|
|
2024
Q2 | $4.31M | Buy |
17,509
+555
| +3% | +$137K | 1.44% | 22 |
|
|
2024
Q1 | $4.04M | Buy |
16,954
+34
| +0.2% | +$8.1K | 1.4% | 21 |
|
|
2023
Q4 | $3.67M | Sell |
16,920
-59
| -0.3% | -$12.8K | 1.37% | 22 |
|
|
2023
Q3 | $3.31M | Buy |
16,979
+519
| +3% | +$101K | 1.37% | 22 |
|
|
2023
Q2 | $3.32M | Buy |
16,460
+2,578
| +19% | +$520K | 1.41% | 21 |
|
|
2023
Q1 | $2.59M | Sell |
13,882
-1,117
| -7% | -$208K | 1.15% | 23 |
|
|
2022
Q4 | $2.61M | Buy |
14,999
+1,836
| +14% | +$320K | 1.31% | 22 |
|
|
2022
Q3 | $2.15M | Buy |
+13,163
| New | +$2.15M | 1.2% | 22 |
|