Forum Financial Management’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 | $668K | Buy |
2,448
+7
| +0.3% | +$1.91K | 0.01% | 315 |
|
|
2025
Q1 | $602K | Buy |
2,441
+7
| +0.3% | +$1.73K | 0.01% | 306 |
|
|
2024
Q4 | $632K | Buy |
2,434
+8
| +0.3% | +$2.08K | 0.01% | 306 |
|
|
2024
Q3 | $615K | Buy |
2,426
+15
| +0.6% | +$3.81K | 0.01% | 271 |
|
|
2024
Q2 | $578K | Hold |
2,411
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $562K | Buy |
2,411
+7
| +0.3% | +$1.63K | 0.01% | 294 |
|
|
2023
Q4 | $512K | Buy |
2,404
+11
| +0.5% | +$2.34K | 0.01% | 283 |
|
|
2023
Q3 | $457K | Buy |
2,393
+9
| +0.4% | +$1.72K | 0.01% | 305 |
|
|
2023
Q2 | $471K | Buy |
2,384
+10
| +0.4% | +$1.98K | 0.01% | 308 |
|
|
2023
Q1 | $435K | Buy |
2,374
+8
| +0.3% | +$1.47K | 0.01% | 297 |
|
|
2022
Q4 | $406K | Buy |
+2,366
| New | +$406K | 0.01% | 304 |
|