AA Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
1,026
-1
| -0.1% | -$273 | 0.06% | 158 |
|
|
2025
Q1 | $253K | Buy |
1,027
+27
| +3% | +$6.66K | 0.06% | 150 |
|
|
2024
Q4 | $260K | Sell |
1,000
-55
| -5% | -$14.3K | 0.07% | 147 |
|
|
2024
Q3 | $268K | Sell |
1,055
-5
| -0.5% | -$1.27K | 0.08% | 145 |
|
|
2024
Q2 | $254K | Buy |
1,060
+8
| +0.8% | +$1.92K | 0.09% | 145 |
|
|
2024
Q1 | $245K | Sell |
1,052
-123
| -10% | -$28.7K | 0.1% | 140 |
|
|
2023
Q4 | $250K | Buy |
+1,175
| New | +$250K | 0.17% | 55 |
|