PBMares Wealth 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	$2.1M	Sell	7,710 -2,173	-22%	-$593K	0.38%	37
2025 Q1	$2.44M	Buy	9,883 +351	+4%	+$86.6K	0.49%	30
2024 Q4	$2.48M	Hold	9,532	–	–	0.51%	31
2024 Q3	$2.42M	Hold	9,532	–	–	0.51%	29
2024 Q2	$2.28M	Buy	+9,532	New	+$2.28M	0.56%	30