MAI Capital 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
2025 Q2	$956K	Sell	3,505 -28	-0.8%	-$7.64K	0.01%	645
2025 Q1	$872K	Buy	3,533 +19	+0.5%	+$4.69K	0.01%	640
2024 Q4	$913K	Buy	+3,514	New	+$913K	0.01%	642