OA
Operose Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
5,166
+10
| +0.2% | +$2.73K | 0.4% | 36 |
|
|
2025
Q1 | $1.27M | Sell |
5,156
-644
| -11% | -$159K | 0.42% | 35 |
|
|
2024
Q4 | $1.51M | Buy |
5,800
+13
| +0.2% | +$3.38K | 0.52% | 30 |
|
|
2024
Q3 | $1.47M | Buy |
5,787
+25
| +0.4% | +$6.34K | 0.47% | 29 |
|
|
2024
Q2 | $1.38M | Sell |
5,762
-518
| -8% | -$124K | 0.49% | 27 |
|
|
2024
Q1 | $1.46M | Buy |
6,280
+7
| +0.1% | +$1.63K | 0.49% | 24 |
|
|
2023
Q4 | $1.34M | Buy |
6,273
+18
| +0.3% | +$3.83K | 0.53% | 23 |
|
|
2023
Q3 | $1.19M | Sell |
6,255
-313
| -5% | -$59.7K | 0.47% | 25 |
|
|
2023
Q2 | $1.3M | Sell |
6,568
-231
| -3% | -$45.6K | 0.59% | 21 |
|
|
2023
Q1 | $1.25M | Buy |
6,799
+16
| +0.2% | +$2.93K | 0.62% | 21 |
|
|
2022
Q4 | $1.16M | Buy |
6,783
+37
| +0.5% | +$6.36K | 0.62% | 22 |
|
|
2022
Q3 | $1.09M | Buy |
6,746
+16
| +0.2% | +$2.58K | 0.71% | 20 |
|
|
2022
Q2 | $1.14M | Hold |
6,730
| – | – | 0.8% | 18 |
|
|
2022
Q1 | $1.37M | Buy |
6,730
+12
| +0.2% | +$2.45K | 0.95% | 19 |
|
|
2021
Q4 | $1.45M | Buy |
+6,718
| New | +$1.45M | 1.18% | 16 |
|