Jones Financial Companies’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
$150K Buy
551
+502
+1,024% +$136K ﹤0.01% 1773
2025
Q1
$12K Buy
49
+15
+44% +$3.68K ﹤0.01% 2633
2024
Q4
$8.83K Buy
+34
New +$8.83K ﹤0.01% 2571