WFA
WestHill Financial Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.1M | Sell |
717,630
-1,780
| -0.2% | -$152K | 12.97% | 4 |
|
|
2025
Q1 | $59.4M | Buy |
719,410
+5,378
| +0.8% | +$444K | 13.59% | 3 |
|
|
2024
Q4 | $58M | Buy |
714,032
+15,555
| +2% | +$1.26M | 13% | 3 |
|
|
2024
Q3 | $58.2M | Buy |
698,477
+3,974
| +0.6% | +$331K | 13.05% | 3 |
|
|
2024
Q2 | $53.2M | Sell |
694,503
-1,557
| -0.2% | -$119K | 12.9% | 3 |
|
|
2024
Q1 | $54.7M | Buy |
696,060
+19,996
| +3% | +$1.57M | 13.46% | 3 |
|
|
2023
Q4 | $49M | Buy |
676,064
+6,638
| +1% | +$482K | 13% | 3 |
|
|
2023
Q3 | $44.6M | Buy |
669,426
+20,016
| +3% | +$1.33M | 13.02% | 3 |
|
|
2023
Q2 | $44.9M | Buy |
649,410
+7,294
| +1% | +$505K | 12.72% | 3 |
|
|
2023
Q1 | $42.9M | Buy |
642,116
+6,258
| +1% | +$418K | 12.83% | 4 |
|
|
2022
Q4 | $42.3M | Sell |
635,858
-3,600
| -0.6% | -$240K | 13.53% | 2 |
|
|
2022
Q3 | $38.2M | Buy |
639,458
+5,736
| +0.9% | +$342K | 13.02% | 3 |
|
|
2022
Q2 | $40.3M | Buy |
633,722
+16,519
| +3% | +$1.05M | 13.29% | 2 |
|
|
2022
Q1 | $44.9M | Buy |
617,203
+21,487
| +4% | +$1.56M | 12.96% | 3 |
|
|
2021
Q4 | $43.9M | Buy |
595,716
+17,316
| +3% | +$1.28M | 12.42% | 3 |
|
|
2021
Q3 | $39.7M | Buy |
+578,400
| New | +$39.7M | 12.28% | 3 |
|
|
2021
Q1 | $36.8M | Buy |
277,069
+4,868
| +2% | +$647K | 13.08% | 2 |
|
|
2020
Q4 | $32.6M | Buy |
+272,201
| New | +$32.6M | 12.84% | 3 |
|