Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.24M | Buy |
14,748
+10,808
| +274% | +$3.25M | ﹤0.01% | 1327 |
|
|
2025
Q4 | $1.18M | Hold |
3,940
| – | – | ﹤0.01% | 2157 |
|
|
2025
Q3 | $1.16M | Sell |
3,940
-27
| -0.7% | -$7.65K | ﹤0.01% | 1979 |
|
|
2025
Q2 | $1.08M | Buy |
3,967
+184
| +5% | +$46.4K | ﹤0.01% | 1789 |
|
|
2025
Q1 | $933K | Buy |
3,783
+121
| +3% | +$31.5K | ﹤0.01% | 1771 |
|
|
2024
Q4 | $951K | Sell |
3,662
-52
| -1% | -$13.6K | ﹤0.01% | 1681 |
|
|
2024
Q3 | $942K | Buy |
3,714
+52
| +1% | +$12.7K | ﹤0.01% | 1562 |
|
|
2024
Q2 | $877K | Buy |
3,662
+22
| +0.6% | +$5.1K | ﹤0.01% | 1504 |
|
|
2024
Q1 | $848K | Sell |
3,640
-170
| -4% | -$37.7K | ﹤0.01% | 1449 |
|
|
2023
Q4 | $811K | Buy |
3,810
+170
| +5% | +$33.7K | ﹤0.01% | 1359 |
|
|
2023
Q3 | $694K | Hold |
3,640
| – | – | ﹤0.01% | 1350 |
|
|
2023
Q2 | $719K | Buy |
3,640
+94
| +3% | +$17.6K | ﹤0.01% | 1314 |
|
|
2023
Q1 | $650K | Sell |
3,546
-393
| -10% | -$70.6K | ﹤0.01% | 1319 |
|
|
2022
Q4 | $677K | Buy |
3,939
+446
| +13% | +$77.1K | ﹤0.01% | 1254 |
|
|
2022
Q3 | $563K | Hold |
3,493
| – | – | ﹤0.01% | 1260 |
|
|
2022
Q2 | $590K | Hold |
3,493
| – | – | ﹤0.01% | 1229 |
|
|
2022
Q1 | $712K | Sell |
3,493
-275
| -7% | -$55.3K | ﹤0.01% | 1150 |
|
|
2021
Q4 | $813K | Hold |
3,768
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q3 | $746K | Buy |
3,768
+121
| +3% | +$24.6K | ﹤0.01% | 1092 |
|
|
2021
Q2 | $726K | Hold |
3,647
| – | – | ﹤0.01% | 1079 |
|
|
2021
Q1 | $674K | Hold |
3,647
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q4 | $635K | Sell |
3,647
-18
| -0.5% | -$2.94K | ﹤0.01% | 1177 |
|
|
2020
Q3 | $558K | Buy |
+3,665
| New | +$551K | ﹤0.01% | 1082 |
|
|
2019
Q2 | – | Sell |
-2,644
| Closed | -$342K | – | 2129 |
|
|
2019
Q1 | $342K | Buy |
2,644
+90
| +4% | +$11.2K | ﹤0.01% | 1256 |
|
|
2018
Q4 | $291K | Sell |
2,554
-863
| -25% | -$106K | ﹤0.01% | 1250 |
|
|
2018
Q3 | $457K | Hold |
3,417
| – | – | ﹤0.01% | 1128 |
|
|
2018
Q2 | $430K | Sell |
3,417
-20
| -0.6% | -$2.49K | ﹤0.01% | 1154 |
|
|
2018
Q1 | $418K | Buy |
3,437
+20
| +0.6% | +$2.5K | ﹤0.01% | 1170 |
|
|
2017
Q4 | $420K | Hold |
3,417
| – | – | ﹤0.01% | 1173 |
|
|
2017
Q3 | $395K | Sell |
3,417
-4,176
| -55% | -$473K | ﹤0.01% | 1162 |
|
|
2017
Q2 | $846K | Hold |
7,593
| – | – | ﹤0.01% | 769 |
|
|
2017
Q1 | $825K | Buy |
7,593
+952
| +14% | +$102K | ﹤0.01% | 745 |
|
|
2016
Q4 | $686K | Buy |
6,641
+1,470
| +28% | +$148K | ﹤0.01% | 784 |
|
|
2016
Q3 | $514K | Buy |
5,171
+995
| +24% | +$98.6K | ﹤0.01% | 878 |
|
|
2016
Q2 | $398K | Buy |
+4,176
| New | +$396K | ﹤0.01% | 895 |
|
|
2013
Q3 | – | Sell |
-55
| Closed | -$4K | – | 3370 |
|
|
2013
Q2 | $4K | Buy |
+55
| New | +$4.08K | ﹤0.01% | 2636 |
|
Other funds holding VTHR
LNC
TF
CFO
C
