Capital Planning Advisors’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 | $516K | Hold |
1,891
| – | – | 0.08% | 95 |
|
|
2025
Q1 | $467K | Sell |
1,891
-420
| -18% | -$104K | 0.07% | 101 |
|
|
2024
Q4 | $600K | Hold |
2,311
| – | – | 0.09% | 95 |
|
|
2024
Q3 | $586K | Hold |
2,311
| – | – | 0.09% | 92 |
|
|
2024
Q2 | $554K | Buy |
2,311
+430
| +23% | +$103K | 0.09% | 92 |
|
|
2024
Q1 | $438K | Buy |
1,881
+440
| +31% | +$103K | 0.08% | 106 |
|
|
2023
Q4 | $307K | Buy |
+1,441
| New | +$307K | 0.06% | 114 |
|