Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$10K | – | 1368 |
|
|
2024
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 960 |
|
|
2024
Q1 | $9K | Buy |
+40
| New | +$9K | ﹤0.01% | 938 |
|
|
2018
Q4 | – | Sell |
-155
| Closed | -$21K | – | 627 |
|
|
2018
Q3 | $21K | Hold |
155
| – | – | ﹤0.01% | 389 |
|
|
2018
Q2 | $19K | Hold |
155
| – | – | ﹤0.01% | 411 |
|
|
2018
Q1 | $19K | Hold |
155
| – | – | ﹤0.01% | 402 |
|
|
2017
Q4 | $19K | Buy |
+155
| New | +$19K | ﹤0.01% | 369 |
|