Moneta Group Investment Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Moneta Group Investment Advisors’s Portfolio VTHR Stock Details VTHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$441K	Hold	1,616	–	–	0.01%	463
2025 Q1	$399K	Hold	1,616	–	–	0.01%	468
2024 Q4	$420K	Buy	+1,616	New	+$420K	0.01%	449
2023 Q2	–	Sell	-38,220	Closed	-$7.01M	–	578
2023 Q1	$7.01M	Buy	38,220 +2,424	+7%	+$444K	0.17%	82
2022 Q4	$6.56M	Buy	35,796 +17	+0%	+$3.12K	0.18%	82
2022 Q3	$5.76M	Sell	35,779 -3,440	-9%	-$554K	0.22%	83
2022 Q2	$6.63M	Buy	39,219 +3,437	+10%	+$581K	0.23%	78
2022 Q1	$7.3M	Buy	35,782 +4	+0%	+$816	0.29%	68
2021 Q4	$7.72M	Sell	35,778 -2	-0%	-$431	0.31%	63
2021 Q3	$7.09M	Sell	35,780 -1	-0%	-$198	0.33%	64
2021 Q2	$7.12M	Buy	35,781 +1	+0%	+$199	0.33%	69
2021 Q1	$6.61M	Sell	35,780 -2	-0%	-$370	0.35%	65
2020 Q4	$6.23M	Buy	35,782 +3	+0%	+$522	0.45%	53
2020 Q3	$5.45M	Sell	35,779 -2	-0%	-$304	0.47%	50
2020 Q2	$5.01M	Sell	35,781 -2	-0%	-$280	0.48%	51
2020 Q1	$4.12M	Hold	35,783	–	–	0.43%	52
2019 Q4	$5.24M	Buy	35,783 +2	+0%	+$293	0.44%	45
2019 Q3	$4.84M	Sell	35,781 -1	-0%	-$135	0.45%	43
2019 Q2	$4.79M	Buy	35,782 +7,535	+27%	+$1.01M	0.47%	40
2019 Q1	$3.66M	Sell	28,247 -7	-0%	-$906	0.38%	50
2018 Q4	$3.22M	Buy	28,254 +1,119	+4%	+$127K	0.38%	48
2018 Q3	$3.63M	Hold	27,135	–	–	0.37%	52
2018 Q2	$3.41M	Hold	27,135	–	–	0.38%	44
2018 Q1	$3.3M	Buy	27,135 +1,535	+6%	+$187K	0.44%	35
2017 Q4	$3.14M	Hold	25,600	–	–	0.48%	28
2017 Q3	$2.96M	Buy	25,600 +3,350	+15%	+$388K	0.46%	32
2017 Q2	$2.48M	Buy	22,250 +1,610	+8%	+$179K	0.4%	41
2017 Q1	$2.24M	Hold	20,640	–	–	0.44%	30
2016 Q4	$2.13M	Buy	20,640 +2,450	+13%	+$253K	0.44%	31
2016 Q3	$1.81M	Buy	18,190 +2,690	+17%	+$267K	0.41%	37
2016 Q2	$1.48M	Hold	15,500	–	–	0.32%	46
2016 Q1	$1.46M	Buy	15,500 +3,620	+30%	+$340K	0.32%	48
2015 Q4	$1.11M	Buy	+11,880	New	+$1.11M	0.27%	45