JFS Wealth 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 | $158K | Buy |
581
+2
| +0.3% | +$545 | 0.01% | 318 |
|
|
2025
Q1 | $143K | Buy |
579
+2
| +0.3% | +$493 | 0.01% | 332 |
|
|
2024
Q4 | $150K | Buy |
577
+2
| +0.3% | +$520 | 0.01% | 319 |
|
|
2024
Q3 | $146K | Buy |
575
+3
| +0.5% | +$761 | 0.01% | 325 |
|
|
2024
Q2 | $137K | Hold |
572
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $133K | Buy |
572
+2
| +0.4% | +$466 | 0.01% | 284 |
|
|
2023
Q4 | $121K | Hold |
570
| – | – | 0.01% | 274 |
|
|
2023
Q3 | $109K | Hold |
570
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $113K | Hold |
570
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $104K | Buy |
+570
| New | +$104K | 0.01% | 274 |
|