Koshinski Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,526
| Closed | -$520K | – | 371 |
|
|
2017
Q1 | $520K | Buy |
6,526
+582
| +10% | +$46.4K | 0.2% | 149 |
|
|
2016
Q4 | $472K | Buy |
5,944
+956
| +19% | +$75.9K | 0.23% | 143 |
|
|
2016
Q3 | $402K | Buy |
4,988
+44
| +0.9% | +$3.55K | 0.2% | 163 |
|
|
2016
Q2 | $400K | Sell |
4,944
-185
| -4% | -$15K | 0.22% | 152 |
|
|
2016
Q1 | $410K | Sell |
5,129
-1,312
| -20% | -$105K | 0.26% | 124 |
|
|
2015
Q4 | $509K | Buy |
6,441
+1,025
| +19% | +$81K | 0.36% | 93 |
|
|
2015
Q3 | $431K | Hold |
5,416
| – | – | 0.27% | 111 |
|
|
2015
Q2 | $431K | Hold |
5,416
| – | – | 0.27% | 113 |
|
|
2015
Q1 | $434K | Sell |
5,416
-38
| -0.7% | -$3.05K | 0.28% | 104 |
|
|
2014
Q4 | $434K | Buy |
+5,454
| New | +$434K | 0.25% | 112 |
|