ARS Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $735K | Hold |
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|
2021
Q1 | $682K | Sell |
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|
2020
Q4 | $710K | Sell |
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|
2020
Q3 | $642K | Sell |
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|
2020
Q2 | $646K | Sell |
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|
2020
Q1 | $571K | Sell |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $1.24M | Hold |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.3M | Sell |
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|
2018
Q3 | $1.75M | Sell |
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|
2018
Q2 | $1.97M | Hold |
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|
2018
Q1 | $1.91M | Sell |
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|
2017
Q4 | $2.83M | Sell |
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|
2017
Q3 | $5.39M | Buy |
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|
2017
Q2 | $4.93M | Buy |
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|
2017
Q1 | $3.89M | Buy |
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