Carmichael Hill & Associates’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 | $672K | Hold |
2,649
| – | – | 0.24% | 79 |
|
|
2024
Q2 | $635K | Sell |
2,649
-475
| -15% | -$114K | 0.25% | 77 |
|
|
2024
Q1 | $728K | Sell |
3,124
-237
| -7% | -$55.2K | 0.29% | 70 |
|
|
2023
Q4 | $715K | Hold |
3,361
| – | – | 0.3% | 65 |
|
|
2023
Q3 | $641K | Sell |
3,361
-198
| -6% | -$37.8K | 0.29% | 68 |
|
|
2023
Q2 | $703K | Buy |
+3,559
| New | +$703K | 0.31% | 66 |
|