LFA
Level Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-25
| Closed | -$5.32K | – | 256 |
|
2023
Q4 | $5.32K | Hold |
25
| – | – | ﹤0.01% | 212 |
|
2023
Q3 | $4.77K | Hold |
25
| – | – | ﹤0.01% | 219 |
|
2023
Q2 | $4.94K | Hold |
25
| – | – | ﹤0.01% | 219 |
|
2023
Q1 | $4.58K | Hold |
25
| – | – | ﹤0.01% | 193 |
|
2022
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 204 |
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 206 |
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 229 |
|
2022
Q1 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 187 |
|