JP Morgan Private Wealth Advisors’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
2023 Q3	$310K	Sell	1,626 -206	-11%	-$40.9K	﹤0.01%	1459
2023 Q2	$362K	Sell	1,832 -11,287	-86%	-$2.11M	﹤0.01%	1163
2023 Q1	$2.4M	Buy	13,119 +4	+0%	+$719	0.01%	812
2022 Q4	$2.25M	Buy	13,115 +212	+2%	+$36.6K	0.01%	803
2022 Q3	$2.08M	Buy	12,903 +5	+0%	+$894	0.01%	825
2022 Q2	$2.18M	Sell	12,898 -528	-4%	-$97.2K	0.01%	819
2022 Q1	$2.74M	Sell	13,426 -273	-2%	-$54.9K	0.01%	803
2021 Q4	$2.96M	Hold	13,699	–	–	0.01%	777
2021 Q3	$2.71M	Hold	13,699	–	–	0.01%	778
2021 Q2	$2.73M	Sell	13,699 -585	-4%	-$113K	0.01%	763
2021 Q1	$2.64M	Sell	14,284 -221	-2%	-$39.9K	0.01%	673
2020 Q4	$2.52M	Buy	14,505 +10	+0.1%	+$1.64K	0.01%	652
2020 Q3	$2.21M	Hold	14,495	–	–	0.01%	623
2020 Q2	$2.03M	Sell	14,495 -520	-3%	-$68.5K	0.01%	583
2020 Q1	$1.73M	Sell	15,015 -13,675	-48%	-$1.89M	0.01%	568
2019 Q4	$4.2M	Buy	28,690 +10,130	+55%	+$1.42M	0.02%	460
2019 Q3	$2.51M	Buy	18,560 +3,055	+20%	+$412K	0.01%	545
2019 Q2	$2.08M	Buy	15,505 +110	+0.7%	+$14.5K	0.01%	586
2019 Q1	$1.99M	Sell	15,395 -8,890	-37%	-$1.11M	0.01%	614
2018 Q4	$2.77M	Buy	24,285 +22,518	+1,274%	+$2.78M	0.02%	501
2018 Q3	$236K	Buy	1,767 +88	+5%	+$11.6K	﹤0.01%	1405
2018 Q2	$211K	Buy	+1,679	New	+$209K	﹤0.01%	1357
2018 Q1	–	Sell	-1,688	Closed	-$207K	–	1389
2017 Q4	$207K	Buy	+1,688	New	+$202K	﹤0.01%	1178