AWAG
ARS Wealth Advisors Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
1,834
| – | – | 0.06% | 105 |
|
|
2025
Q1 | $453K | Buy |
1,834
+11
| +0.6% | +$2.71K | 0.06% | 94 |
|
|
2024
Q4 | $473K | Sell |
1,823
-59
| -3% | -$15.3K | 0.07% | 92 |
|
|
2024
Q3 | $478K | Hold |
1,882
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $451K | Sell |
1,882
-11
| -0.6% | -$2.64K | 0.06% | 103 |
|
|
2024
Q1 | $441K | Hold |
1,893
| – | – | 0.06% | 103 |
|
|
2023
Q4 | $403K | Sell |
1,893
-108
| -5% | -$23K | 0.06% | 104 |
|
|
2023
Q3 | $382K | Sell |
2,001
-149
| -7% | -$28.4K | 0.06% | 103 |
|
|
2023
Q2 | $425K | Buy |
2,150
+122
| +6% | +$24.1K | 0.07% | 96 |
|
|
2023
Q1 | $372K | Hold |
2,028
| – | – | 0.07% | 89 |
|
|
2022
Q4 | $348K | Sell |
2,028
-254
| -11% | -$43.6K | 0.06% | 102 |
|
|
2022
Q3 | $368K | Sell |
2,282
-26
| -1% | -$4.19K | 0.06% | 106 |
|
|
2022
Q2 | $390K | Hold |
2,308
| – | – | 0.05% | 117 |
|
|
2022
Q1 | $471K | Hold |
2,308
| – | – | 0.08% | 81 |
|
|
2021
Q4 | $498K | Sell |
2,308
-1,082
| -32% | -$233K | 0.08% | 84 |
|
|
2021
Q3 | $671K | Buy |
+3,390
| New | +$671K | 0.12% | 68 |
|