Diversified Portfolios Inc’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 | $14.6M | Buy |
53,527
+893
| +2% | +$244K | 1.39% | 20 |
|
|
2025
Q1 | $13M | Buy |
52,634
+576
| +1% | +$142K | 1.37% | 19 |
|
|
2024
Q4 | $13.5M | Sell |
52,058
-129
| -0.2% | -$33.5K | 1.47% | 19 |
|
|
2024
Q3 | $13.2M | Sell |
52,187
-120
| -0.2% | -$30.4K | 1.49% | 19 |
|
|
2024
Q2 | $12.5M | Hold |
52,307
| – | – | 1.65% | 16 |
|
|
2024
Q1 | $12.2M | Hold |
52,307
| – | – | 1.72% | 17 |
|
|
2023
Q4 | $11.1M | Sell |
52,307
-111
| -0.2% | -$23.6K | 1.75% | 15 |
|
|
2023
Q3 | $10M | Hold |
52,418
| – | – | 1.89% | 14 |
|
|
2023
Q2 | $10.3M | Sell |
52,418
-154
| -0.3% | -$30.4K | 2.08% | 12 |
|
|
2023
Q1 | $9.64M | Sell |
52,572
-77
| -0.1% | -$14.1K | 2.14% | 11 |
|
|
2022
Q4 | $9.04M | Buy |
52,649
+33,190
| +171% | +$5.7M | 2.07% | 13 |
|
|
2022
Q3 | $3.14M | Sell |
19,459
-14,051
| -42% | -$2.26M | 0.84% | 25 |
|
|
2022
Q2 | $5.66M | Buy |
33,510
+13,863
| +71% | +$2.34M | 1.58% | 13 |
|
|
2022
Q1 | $4.01M | Buy |
19,647
+2,893
| +17% | +$590K | 0.96% | 23 |
|
|
2021
Q4 | $3.61M | Sell |
16,754
-92
| -0.5% | -$19.8K | 0.87% | 24 |
|
|
2021
Q3 | $3.34M | Sell |
16,846
-222
| -1% | -$44K | 0.92% | 21 |
|
|
2021
Q2 | $3.4M | Sell |
17,068
-138
| -0.8% | -$27.5K | 1.28% | 15 |
|
|
2021
Q1 | $3.18M | Sell |
17,206
-188
| -1% | -$34.8K | 1.05% | 17 |
|
|
2020
Q4 | $3.03M | Sell |
17,394
-11
| -0.1% | -$1.92K | 1.08% | 17 |
|
|
2020
Q3 | $2.65M | Sell |
17,405
-1,013
| -6% | -$154K | 1.15% | 17 |
|
|
2020
Q2 | $2.58M | Buy |
18,418
+1,901
| +12% | +$266K | 1.23% | 15 |
|
|
2020
Q1 | $1.9M | Buy |
+16,517
| New | +$1.9M | 1.05% | 16 |
|