Kovitz Investment Group Partners’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
$236K Hold
866
﹤0.01% 1220
2025
Q1
$214K Hold
866
﹤0.01% 1152
2024
Q4
$225K Buy
+866
New +$225K ﹤0.01% 1121