Clearstead 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
$4.05M Buy
14,849
+78
+0.5% +$21.3K 0.06% 214
2025
Q1
$3.64M Buy
14,771
+1,737
+13% +$429K 0.06% 215
2024
Q4
$3.39M Buy
+13,034
New +$3.39M 0.05% 225