Cozad Asset Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $693K | Sell |
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|
2025
Q2 | $680K | Hold |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $630K | Hold |
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|
2024
Q2 | $595K | Hold |
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|
2024
Q1 | $579K | Hold |
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|
2023
Q4 | $529K | Hold |
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|
2023
Q3 | $474K | Hold |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $456K | Hold |
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|
2022
Q4 | $427K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $507K | Hold |
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|
2021
Q4 | $536K | Hold |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $495K | Buy |
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|
2021
Q1 | $393K | Buy |
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|
2020
Q4 | $332K | Hold |
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|
2020
Q3 | $290K | Hold |
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|
2020
Q2 | $266K | Buy |
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