BSW Wealth Partners’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
$210K Buy
+771
New +$210K 0.03% 299
2025
Q1
Sell
-771
Closed -$200K 331
2024
Q4
$200K Buy
+771
New +$200K 0.03% 298