Evensky & Katz’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 | $12.1M | Buy |
44,464
+36,065
| +429% | +$9.84M | 0.74% | 22 |
|
|
2025
Q1 | $2.07M | Sell |
8,399
-2,795
| -25% | -$690K | 0.14% | 44 |
|
|
2024
Q4 | $2.91M | Sell |
11,194
-2,012
| -15% | -$523K | 0.19% | 36 |
|
|
2024
Q3 | $3.35M | Sell |
13,206
-4,010
| -23% | -$1.02M | 0.22% | 35 |
|
|
2024
Q2 | $4.13M | Sell |
17,216
-5,040
| -23% | -$1.21M | 0.29% | 30 |
|
|
2024
Q1 | $5.19M | Sell |
22,256
-9,239
| -29% | -$2.15M | 0.37% | 26 |
|
|
2023
Q4 | $6.7M | Sell |
31,495
-2,901
| -8% | -$617K | 0.5% | 25 |
|
|
2023
Q3 | $6.56M | Sell |
34,396
-72,803
| -68% | -$13.9M | 0.56% | 24 |
|
|
2023
Q2 | $21.2M | Sell |
107,199
-33,421
| -24% | -$6.6M | 1.61% | 17 |
|
|
2023
Q1 | $25.8M | Sell |
140,620
-31,445
| -18% | -$5.76M | 2.08% | 16 |
|
|
2022
Q4 | $29.6M | Sell |
172,065
-5,837
| -3% | -$1M | 2.66% | 14 |
|
|
2022
Q3 | $28.7M | Sell |
177,902
-14,145
| -7% | -$2.28M | 3.39% | 10 |
|
|
2022
Q2 | $32.5M | Buy |
+192,047
| New | +$32.5M | 3.71% | 10 |
|