A detailed history of Marcum Wealth, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,049 shares of VONE stock, worth $266,918. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,049
Previous 1,049 -0.0%
Holding current value
$266,918
Previous $249,000 3.61%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

SELL
$186.38 - $217.64 $21,806 - $25,463
-117 Reduced 10.03%
1,049 $227,000
Q4 2022

Jan 12, 2023

BUY
$162.86 - $185.74 $189,894 - $216,572
1,166 New
1,166 $0
Q1 2022

Apr 20, 2022

SELL
$190.71 - $219.98 $31,467 - $36,296
-165 Reduced 11.47%
1,273 $264,000
Q4 2021

Feb 01, 2022

SELL
$199.65 - $219.99 $116,994 - $128,914
-586 Reduced 28.95%
1,438 $315,000
Q3 2021

Nov 08, 2021

BUY
$197.94 - $211.28 $400,630 - $427,630
2,024 New
2,024 $405,000

Others Institutions Holding VONE

About VANGUARD RUSSELL 1000 ETF


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

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.