Avantax Advisory Services’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 | $1.65M | Buy |
6,049
+144
| +2% | +$39.3K | 0.01% | 898 |
|
|
2025
Q1 | $1.46M | Buy |
5,905
+82
| +1% | +$20.2K | 0.01% | 905 |
|
|
2024
Q4 | $1.51M | Buy |
5,823
+244
| +4% | +$63.4K | 0.01% | 856 |
|
|
2024
Q3 | $1.42M | Buy |
5,579
+264
| +5% | +$67K | 0.01% | 846 |
|
|
2024
Q2 | $1.27M | Buy |
5,315
+722
| +16% | +$173K | 0.01% | 861 |
|
|
2024
Q1 | $1.07M | Buy |
4,593
+1,050
| +30% | +$245K | 0.01% | 720 |
|
|
2023
Q4 | $754K | Buy |
3,543
+1,644
| +87% | +$350K | 0.01% | 826 |
|
|
2023
Q3 | $362K | Buy |
1,899
+203
| +12% | +$38.7K | ﹤0.01% | 1089 |
|
|
2023
Q2 | $335K | Sell |
1,696
-115
| -6% | -$22.7K | ﹤0.01% | 1127 |
|
|
2023
Q1 | $332K | Buy |
1,811
+148
| +9% | +$27.1K | ﹤0.01% | 1095 |
|
|
2022
Q4 | $286K | Sell |
1,663
-1
| -0.1% | -$172 | ﹤0.01% | 1132 |
|
|
2022
Q3 | $268K | Buy |
1,664
+61
| +4% | +$9.83K | ﹤0.01% | 1059 |
|
|
2022
Q2 | $271K | Buy |
1,603
+103
| +7% | +$17.4K | ﹤0.01% | 1056 |
|
|
2022
Q1 | $305K | Buy |
1,500
+6
| +0.4% | +$1.22K | ﹤0.01% | 991 |
|
|
2021
Q4 | $322K | Sell |
1,494
-4
| -0.3% | -$862 | ﹤0.01% | 946 |
|
|
2021
Q3 | $297K | Hold |
1,498
| – | – | 0.01% | 931 |
|
|
2021
Q2 | $299K | Buy |
1,498
+392
| +35% | +$78.2K | 0.01% | 906 |
|
|
2021
Q1 | $204K | Buy |
+1,106
| New | +$204K | ﹤0.01% | 957 |
|