EP Wealth Advisors’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
Q2 | $374K | Sell |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $22.1M | Buy |
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|
2022
Q4 | $9.26M | Buy |
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|
2022
Q3 | $8.62M | Sell |
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|
2022
Q2 | $9.35M | Buy |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $11.5M | Buy |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $10.5M | Sell |
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|
2021
Q1 | $10.1M | Hold |
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|
2020
Q4 | $9.54M | Buy |
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