Focus Partners Wealth’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 | $61.3M | Buy |
224,686
+2,099
| +0.9% | +$573K | 0.13% | 157 |
|
2025
Q1 | $54.9M | Sell |
222,587
-4,927
| -2% | -$1.22M | 0.14% | 154 |
|
2024
Q4 | $59.1M | Buy |
227,514
+12,365
| +6% | +$3.21M | 0.15% | 131 |
|
2024
Q3 | $54.6M | Buy |
215,149
+196,637
| +1,062% | +$49.9M | 0.17% | 125 |
|
2024
Q2 | $4.44M | Sell |
18,512
-100
| -0.5% | -$24K | 0.01% | 517 |
|
2024
Q1 | $4.34M | Buy |
18,612
+2,483
| +15% | +$578K | 0.04% | 349 |
|
2023
Q4 | $3.43M | Buy |
+16,129
| New | +$3.43M | 0.05% | 276 |
|