AE Wealth Management’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 | $7.09K | Buy |
26
+3
| +13% | +$818 | ﹤0.01% | 1920 |
|
|
2025
Q1 | $5.68K | Buy |
23
+4
| +21% | +$987 | ﹤0.01% | 1929 |
|
|
2024
Q4 | $4.94K | Sell |
19
-1,515
| -99% | -$394K | ﹤0.01% | 1924 |
|
|
2024
Q3 | $389K | Hold |
1,534
| – | – | ﹤0.01% | 954 |
|
|
2024
Q2 | $368K | Buy |
+1,534
| New | +$368K | ﹤0.01% | 972 |
|
|
2021
Q4 | – | Sell |
-1,263
| Closed | -$250K | – | 1778 |
|
|
2021
Q3 | $250K | Buy |
1,263
+112
| +10% | +$22.2K | ﹤0.01% | 1430 |
|
|
2021
Q2 | $229K | Buy |
1,151
+39
| +4% | +$7.76K | ﹤0.01% | 1451 |
|
|
2021
Q1 | $206K | Sell |
1,112
-427
| -28% | -$79.1K | ﹤0.01% | 1396 |
|
|
2020
Q4 | $268K | Buy |
1,539
+64
| +4% | +$11.1K | ﹤0.01% | 1182 |
|
|
2020
Q3 | $225K | Sell |
1,475
-444
| -23% | -$67.7K | ﹤0.01% | 1137 |
|
|
2020
Q2 | $268K | Buy |
1,919
+56
| +3% | +$7.82K | ﹤0.01% | 1060 |
|
|
2020
Q1 | $214K | Buy |
1,863
+107
| +6% | +$12.3K | ﹤0.01% | 981 |
|
|
2019
Q4 | $257K | Buy |
+1,756
| New | +$257K | 0.01% | 964 |
|