Plancorp LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,207
| Closed | -$260K | – | 257 |
|
|
2021
Q4 | $260K | Sell |
1,207
-3
| -0.2% | -$646 | 0.02% | 210 |
|
|
2021
Q3 | $240K | Hold |
1,210
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $241K | Hold |
1,210
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $224K | Hold |
1,210
| – | – | 0.05% | 192 |
|
|
2020
Q4 | $211K | Buy |
+1,210
| New | +$211K | 0.05% | 188 |
|