Notify me when WealthOne, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 85 | $247,634,062 | +$4,799,770 | -$9,561,536 | -$4,761,766 | VTV, VUG, AAPL, SMMD, XLK | 13F-HR | 12 Oct 2023, 09:02 |
| Q2 2023 | 110 | $272,560,295 | +$9,773,890 | -$7,983,700 | +$1,790,190 | VTV, VUG, AAPL, SMMD, XLK | 13F-HR | 24 Jul 2023, 12:14 |
| Q1 2023 | 104 | $256,078,884 | +$11,583,379 | -$12,255,822 | -$672,443 | VTV, VUG, AAPL, SMMD, XLK | 13F-HR | 20 Apr 2023, 15:17 |
| Q4 2022 | 117 | $246,562,579 | +$16,557,749 | -$9,482,195 | +$7,075,554 | VTV, VUG, SMMD, LMBS, AAPL | 13F-HR | 24 Jan 2023, 13:53 |
| Q3 2022 | 107 | $231,209,461 | +$12,564,389 | -$8,766,266 | +$3,798,123 | VTV, VUG, LMBS, AAPL, SMMD | 13F-HR | 17 Oct 2022, 18:49 |
| Q2 2022 | 121 | $243,986,477 | +$13,683,906 | -$3,634,642 | +$10,049,264 | VTV, VUG, AAPL, LMBS, DGRO | 13F-HR | 18 Jul 2022, 17:22 |
| Q1 2022 | 123 | $283,033,945 | +$21,043,064 | -$4,073,339 | +$16,969,725 | VTV, VUG, AAPL, VO, LMBS | 13F-HR | 27 Apr 2022, 16:58 |
| Q4 2021 | 113 | $289,337,351 | +$27,108,459 | -$13,160,391 | +$13,948,068 | VUG, VTV, AAPL, VO, LMBS | 13F-HR | 11 Feb 2022, 13:18 |
| Q3 2021 | 131 | $266,729,000 | +$20,602,213 | -$7,810,150 | +$12,792,063 | VUG, VTV, VO, LMBS, AAPL | 13F-HR | 01 Nov 2021, 09:08 |
| Q2 2021 | 125 | $255,800,000 | +$21,774,024 | -$12,385,320 | +$9,388,704 | VUG, VTV, VO, AAPL, LMBS | 13F-HR | 26 Jul 2021, 17:06 |
| Q1 2021 | 120 | $232,621,000 | +$25,659,581 | -$7,313,545 | +$18,346,036 | VUG, VTV, VO, LMBS, AAPL | 13F-HR | 27 Apr 2021, 07:23 |
| Q4 2020 | 108 | $207,256,000 | +$21,894,583 | -$6,466,120 | +$15,428,463 | VUG, VTV, VO, LMBS, AAPL | 13F-HR | 08 Feb 2021, 08:39 |
| Q3 2020 | 103 | $177,269,236 | +$17,863,406 | -$4,175,546 | +$13,687,860 | VUG, VTV, LMBS, VO, LQD | 13F-HR | 09 Nov 2020, 09:27 |
| Q2 2020 | 96 | $162,917,000 | +$17,351,480 | -$4,111,249 | +$13,240,231 | VUG, VTV, LMBS, VO, LQD | 13F-HR | 06 Aug 2020, 07:02 |
| Q1 2020 | 87 | $130,501,000 | +$12,234,226 | -$8,867,860 | +$3,366,366 | VTV, VUG, LMBS, LQD, VO | 13F-HR | 16 Apr 2020, 14:19 |
| Q4 2019 | 87 | $157,402,216 | +$16,639,611 | -$3,636,481 | +$13,003,130 | VTV, VUG, VO, LMBS, HDV | 13F-HR | 31 Jan 2020, 15:27 |
| Q3 2019 | 88 | $139,779,000 | +$9,688,552 | -$5,041,301 | +$4,647,251 | VTV, VUG, VO, LQD, VB | 13F-HR | 14 Nov 2019, 15:30 |
| Q2 2019 | 95 | $141,369,000 | +$62,320,787 | -$1,922,869 | +$60,397,918 | VTV, VUG, VO, LQD, VB | 13F-HR | 07 Aug 2019, 19:13 |
| Q1 2019 | 61 | $74,741,000 | +$13,698,851 | -$16,284,956 | -$2,586,105 | VTV, VUG, VB, HDV, IEFA | 13F-HR | 15 May 2019, 21:07 |
| Q4 2018 | 570 | $114,037,000 | $0 | VTV, VUG, LQD, VO, VB | 13F-HR | 14 Feb 2019, 19:46 |