MWM
Moran Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,632
| Closed | -$424K | – | 490 |
|
|
2024
Q4 | $424K | Buy |
+1,632
| New | +$424K | 0.01% | 381 |
|
|
2023
Q2 | – | Sell |
-6,143
| Closed | -$1.13M | – | 424 |
|
|
2023
Q1 | $1.13M | Sell |
6,143
-315,551
| -98% | -$57.8M | 0.04% | 252 |
|
|
2022
Q4 | $55.3M | Buy |
+321,694
| New | +$55.3M | 2.1% | 3 |
|