Investment Advisory Group’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 | $1.63M | Sell |
5,978
-55
| -0.9% | -$15K | 0.49% | 49 |
|
|
2025
Q1 | $1.49M | Buy |
6,033
+67
| +1% | +$16.5K | 0.5% | 48 |
|
|
2024
Q4 | $1.55M | Buy |
5,966
+618
| +12% | +$161K | 0.52% | 47 |
|
|
2024
Q3 | $1.36M | Buy |
5,348
+251
| +5% | +$63.7K | 0.47% | 52 |
|
|
2024
Q2 | $1.22M | Buy |
5,097
+1,385
| +37% | +$332K | 0.47% | 51 |
|
|
2024
Q1 | $865K | Buy |
+3,712
| New | +$865K | 0.36% | 59 |
|