Jacksonville Wealth 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	$816K	Sell	2,990 -46	-2%	-$12.5K	0.66%	32
2025 Q1	$749K	Sell	3,036 -64	-2%	-$15.8K	0.74%	29
2024 Q4	$805K	Buy	+3,100	New	+$805K	0.75%	29