Jacobi Capital Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $133K | Hold |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $124K | Buy |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $102K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $98K | Hold |
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|
2019
Q3 | $90K | Hold |
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|
2019
Q2 | $89K | Hold |
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|
2019
Q1 | $86K | Hold |
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|
2018
Q4 | $76K | Sell |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $135K | Buy |
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|
2018
Q1 | $80K | Buy |
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