EFG
Embree Financial Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.69M | Sell |
9,870
-17
| -0.2% | -$4.64K | 0.41% | 54 |
|
2025
Q1 | $2.44M | Sell |
9,887
-60
| -0.6% | -$14.8K | 0.41% | 50 |
|
2024
Q4 | $2.58M | Sell |
9,947
-171
| -2% | -$44.4K | 0.44% | 48 |
|
2024
Q3 | $2.57M | Buy |
10,118
+53
| +0.5% | +$13.4K | 0.46% | 48 |
|
2024
Q2 | $2.41M | Sell |
10,065
-65
| -0.6% | -$15.6K | 0.46% | 49 |
|
2024
Q1 | $2.36M | Buy |
10,130
+24
| +0.2% | +$5.59K | 0.46% | 50 |
|
2023
Q4 | $2.15M | Buy |
+10,106
| New | +$2.15M | 0.45% | 51 |
|