WestHill Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

WestHill Financial Advisors’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-80	Closed	-$15.6K	–	112
2023 Q3	$15.6K	Hold	80	–	–	﹤0.01%	101
2023 Q2	$16.1K	Hold	80	–	–	﹤0.01%	96
2023 Q1	$14.9K	Hold	80	–	–	﹤0.01%	98
2022 Q4	$13.9K	Hold	80	–	–	﹤0.01%	103
2022 Q3	$13K	Hold	80	–	–	﹤0.01%	95
2022 Q2	$14K	Hold	80	–	–	﹤0.01%	98
2022 Q1	$17K	Hold	80	–	–	﹤0.01%	104
2021 Q4	$18K	Hold	80	–	–	0.01%	106
2021 Q3	$16K	Buy	+80	New	+$16.5K	﹤0.01%	91
2021 Q1	$15K	Hold	80	–	–	0.01%	75
2020 Q4	$14K	Buy	+80	New	+$13.2K	0.01%	74

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WestHill Financial Advisors's VONE Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2023, closing a stake of 80 shares — an estimated $15.6K sold.

WestHill Financial Advisors first reported a position in VONE in Q4 2020 and held it in 11 quarters. The position peaked at $18K in Q4 2021. 264 funds tracked by Wall St. Rank hold VONE as of Q4 2023.

WestHill Financial Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 80 Vanguard Russell 1000 ETF shares in Q4 2023, an estimated $15.6K.
WestHill Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Vanguard Russell 1000 ETF position peaked at $18K in Q4 2021.
264 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.