Zhang Financial’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 | $4.35M | Sell |
15,490
-623
| -4% | -$175K | 0.2% | 64 |
|
|
2025
Q1 | $4.09M | Buy |
16,113
+1,059
| +7% | +$269K | 0.22% | 59 |
|
|
2024
Q4 | $4.02M | Buy |
15,054
+17
| +0.1% | +$4.53K | 0.23% | 54 |
|
|
2024
Q3 | $3.91M | Sell |
15,037
-430
| -3% | -$112K | 0.25% | 53 |
|
|
2024
Q2 | $3.81M | Hold |
15,467
| – | – | 0.27% | 51 |
|
|
2024
Q1 | $3.69M | Buy |
15,467
+2,351
| +18% | +$560K | 0.27% | 51 |
|
|
2023
Q4 | $2.85M | Buy |
13,116
+427
| +3% | +$92.6K | 0.24% | 57 |
|
|
2023
Q3 | $2.47M | Buy |
12,689
+69
| +0.5% | +$13.4K | 0.25% | 55 |
|
|
2023
Q2 | $2.54M | Buy |
12,620
+300
| +2% | +$60.5K | 0.26% | 59 |
|
|
2023
Q1 | $2.3M | Buy |
12,320
+6,905
| +128% | +$1.29M | 0.26% | 60 |
|
|
2022
Q4 | $944K | Buy |
5,415
+3,353
| +163% | +$584K | 0.12% | 103 |
|
|
2022
Q3 | $337K | Hold |
2,062
| – | – | 0.05% | 165 |
|
|
2022
Q2 | $354K | Hold |
2,062
| – | – | 0.06% | 160 |
|
|
2022
Q1 | $427K | Buy |
+2,062
| New | +$427K | 0.07% | 150 |
|