Marcum Wealth, LLC Vanguard Russell 1000 Value Et Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Marcum Wealth, LLC holds 10,151 shares of VONV stock, worth $866,590. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,151
Previous 10,131 0.2%
Holding current value
$866,590
Previous $844,000 2.37%
% of portfolio
0.07%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$80.87 - $87.69 $1,617 - $1,753
20 Added 0.2%
10,151 $824,000
Q3 2024

Oct 08, 2024
SELL
$76.07 - $83.33 $18,789 - $20,582
-247 Reduced 2.38%
10,131 $844,000
Q1 2024

Apr 10, 2024
SELL
$71.01 - $78.64 $11,006 - $12,189
-155 Reduced 1.47%
10,378 $816,000
Q4 2023

Jan 10, 2024
SELL
$63.06 - $72.78 $116,913 - $134,934
-1,854 Reduced 14.97%
10,533 $764,000
Q3 2023

Oct 10, 2023
BUY
$66.58 - $71.74 $1,464 - $1,578
22 Added 0.18%
12,387 $825,000
Q2 2023

Jul 13, 2023
SELL
$65.19 - $69.21 $8,800 - $9,343
-135 Reduced 1.08%
12,365 $855,000
Q1 2023

Apr 19, 2023
SELL
$63.71 - $70.86 $51,222 - $56,971
-804 Reduced 6.04%
12,500 $835,000
Q4 2022

Jan 12, 2023
BUY
$60.03 - $69.81 $1,500 - $1,745
25 Added 0.19%
13,304 $0
Q3 2022

Oct 11, 2022
SELL
$59.69 - $70.62 $79,208 - $93,712
-1,327 Reduced 9.09%
13,279 $793,000
Q2 2022

Jul 14, 2022
SELL
$62.21 - $73.88 $50,701 - $60,212
-815 Reduced 5.29%
14,606 $928,000
Q1 2022

Apr 20, 2022
SELL
$68.98 - $74.78 $104,366 - $113,142
-1,513 Reduced 8.93%
15,421 $1.12 Million
Q4 2021

Feb 01, 2022
SELL
$68.99 - $73.74 $9,796 - $10,471
-142 Reduced 0.83%
16,934 $1.25 Million
Q3 2021

Nov 08, 2021
BUY
$67.76 - $72.0 $1.16 Million - $1.23 Million
17,076 New
17,076 $1.17 Million

Others Institutions Holding VONV

# of Institutions
464
Shares Held
82M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 1000 VALUE ET

VONV Quotes by TradingView
  • Ticker VONV
  • Sector ETFs
  • Industry ETFs
More about VONV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email