Vestia Personal 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	$273K	Buy	973 +2	+0.2%	+$562	0.19%	80
2025 Q1	$246K	Buy	971 +2	+0.2%	+$508	0.2%	76
2024 Q4	$258K	Sell	969 -117	-11%	-$31.2K	0.21%	75
2024 Q3	$282K	Sell	1,086 -269	-20%	-$69.9K	0.27%	61
2024 Q2	$333K	Buy	+1,355	New	+$333K	0.36%	45