EverSource Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $273 | Hold |
1
| – | – | ﹤0.01% | 4004 |
|
2025
Q1 | $247 | Hold |
1
| – | – | ﹤0.01% | 3653 |
|
2024
Q4 | $260 | Sell |
1
-63
| -98% | -$16.4K | ﹤0.01% | 3370 |
|
2024
Q3 | $16.2K | Hold |
64
| – | – | ﹤0.01% | 1600 |
|
2024
Q2 | $15.6K | Hold |
64
| – | – | ﹤0.01% | 1620 |
|
2024
Q1 | $14.3K | Sell |
64
-56
| -47% | -$12.5K | ﹤0.01% | 1527 |
|
2023
Q4 | $25.5K | Buy |
+120
| New | +$25.5K | ﹤0.01% | 1133 |
|