IFP Advisors’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 | $787K | Sell |
2,887
-18
| -0.6% | -$4.91K | 0.02% | 657 |
|
|
2025
Q1 | $717K | Hold |
2,905
| – | – | 0.02% | 644 |
|
|
2024
Q4 | $755K | Sell |
2,905
-80
| -3% | -$20.8K | 0.02% | 600 |
|
|
2024
Q3 | $757K | Buy |
2,985
+10
| +0.3% | +$2.54K | 0.03% | 551 |
|
|
2024
Q2 | $713K | Sell |
2,975
-46
| -2% | -$11K | 0.03% | 541 |
|
|
2024
Q1 | $704K | Hold |
3,021
| – | – | 0.03% | 506 |
|
|
2023
Q4 | $643K | Hold |
3,021
| – | – | 0.03% | 506 |
|
|
2023
Q3 | $576K | Sell |
3,021
-2,532
| -46% | -$483K | 0.03% | 544 |
|
|
2023
Q2 | $1.1M | Sell |
5,553
-330
| -6% | -$65.2K | 0.05% | 405 |
|
|
2023
Q1 | $743K | Buy |
5,883
+225
| +4% | +$28.4K | 0.03% | 469 |
|
|
2022
Q4 | $714K | Sell |
5,658
-2,757
| -33% | -$348K | 0.02% | 749 |
|
|
2022
Q3 | $1.06M | Hold |
8,415
| – | – | 0.03% | 617 |
|
|
2022
Q2 | $1.06M | Hold |
8,415
| – | – | 0.03% | 562 |
|
|
2022
Q1 | $1.06M | Sell |
8,415
-26
| -0.3% | -$3.28K | 0.03% | 562 |
|
|
2021
Q4 | $1.82M | Sell |
8,441
-6
| -0.1% | -$1.3K | 0.04% | 289 |
|
|
2021
Q3 | $1.67M | Sell |
8,447
-67
| -0.8% | -$13.3K | 0.03% | 286 |
|
|
2021
Q2 | $1.7M | Sell |
8,514
-211
| -2% | -$42.1K | 0.04% | 277 |
|
|
2021
Q1 | $1.61M | Buy |
8,725
+190
| +2% | +$35.1K | 0.03% | 271 |
|
|
2020
Q4 | $1.49M | Buy |
8,535
+2,672
| +46% | +$466K | 0.06% | 258 |
|
|
2020
Q3 | $893K | Sell |
5,863
-45
| -0.8% | -$6.85K | 0.05% | 313 |
|
|
2020
Q2 | $814K | Sell |
5,908
-1,162
| -16% | -$160K | 0.06% | 308 |
|
|
2020
Q1 | $828K | Sell |
7,070
-51
| -0.7% | -$5.97K | 0.08% | 246 |
|
|
2019
Q4 | $1.04M | Buy |
7,121
+1
| +0% | +$147 | 0.08% | 269 |
|
|
2019
Q3 | $955K | Buy |
+7,120
| New | +$955K | 0.06% | 309 |
|
|
2019
Q1 | $40K | Sell |
315
-8,059
| -96% | -$1.02M | 0.01% | 1061 |
|
|
2018
Q4 | $943K | Buy |
8,374
+6,630
| +380% | +$747K | 0.06% | 364 |
|
|
2018
Q3 | $233K | Buy |
1,744
+1,147
| +192% | +$153K | 0.01% | 993 |
|
|
2018
Q2 | $75K | Buy |
597
+494
| +480% | +$62.1K | ﹤0.01% | 1649 |
|
|
2018
Q1 | $13K | Hold |
103
| – | – | ﹤0.01% | 2644 |
|
|
2017
Q4 | $13K | Buy |
103
+1
| +1% | +$126 | ﹤0.01% | 2641 |
|
|
2017
Q3 | $12K | Hold |
102
| – | – | ﹤0.01% | 2899 |
|
|
2017
Q2 | $11K | Hold |
102
| – | – | ﹤0.01% | 2937 |
|
|
2017
Q1 | $11K | Hold |
102
| – | – | ﹤0.01% | 2838 |
|
|
2016
Q4 | $10K | Buy |
102
+1
| +1% | +$98 | ﹤0.01% | 2898 |
|
|
2016
Q3 | $10K | Buy |
101
+1
| +1% | +$99 | ﹤0.01% | 2836 |
|
|
2016
Q2 | $10K | Sell |
100
-215
| -68% | -$21.5K | ﹤0.01% | 2746 |
|
|
2016
Q1 | $40K | Buy |
+315
| New | +$40K | 0.01% | 1061 |
|