A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 171,879 shares of VONV stock, worth $13.9 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares
171,879
Previous 161,997 6.1%
Holding current value
$13.9 Million
Previous $12.4 Million 15.46%
% of portfolio
3.8%
Previous 4.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$76.07 - $83.33 $751,723 - $823,467
9,882 Added 6.1%
171,879 $14.3 Million
Q2 2024

Jul 12, 2024

BUY
$74.36 - $78.65 $147,976 - $156,513
1,990 Added 1.24%
161,997 $12.4 Million
Q1 2024

May 14, 2024

BUY
$71.01 - $78.64 $1.15 Million - $1.27 Million
16,204 Added 11.27%
160,007 $12.6 Million
Q4 2023

May 14, 2024

BUY
$63.06 - $72.78 $1.46 Million - $1.69 Million
23,191 Added 19.23%
143,803 $10.4 Million
Q3 2023

Nov 14, 2023

BUY
$66.58 - $71.74 $687,571 - $740,858
10,327 Added 9.36%
120,612 $8.04 Million
Q2 2023

Jul 12, 2023

BUY
$65.19 - $69.21 $577,518 - $613,131
8,859 Added 8.73%
110,285 $7.63 Million
Q1 2023

Apr 24, 2023

BUY
$63.71 - $70.86 $1.28 Million - $1.42 Million
20,089 Added 24.7%
101,426 $6.78 Million
Q4 2022

Jan 19, 2023

SELL
$60.03 - $69.81 $48,564 - $56,476
-809 Reduced 0.98%
81,337 $0
Q3 2022

Oct 24, 2022

BUY
$59.69 - $70.62 $1.66 Million - $1.96 Million
27,756 Added 51.03%
82,146 $4.9 Million
Q2 2022

Aug 12, 2022

BUY
$62.21 - $73.88 $3.38 Million - $4.02 Million
54,390 New
54,390 $3.68 Million

Others Institutions Holding VONV

About VANGUARD RUSSELL 1000 VALUE ET


  • Ticker VONV
  • Sector ETFs
  • Industry ETFs
More about VONV
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.