Plante Moran Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14	Closed	-$3.6K	–	993
2024 Q3	$3.6K	Hold	14	–	–	﹤0.01%	714
2024 Q2	$3.4K	Hold	14	–	–	﹤0.01%	678
2024 Q1	$3.31K	Hold	14	–	–	﹤0.01%	723
2023 Q4	$3.02K	Hold	14	–	–	﹤0.01%	688
2023 Q3	$2.71K	Hold	14	–	–	﹤0.01%	645
2023 Q2	$2.81K	Hold	14	–	–	﹤0.01%	668
2023 Q1	$2.6K	Hold	14	–	–	﹤0.01%	687
2022 Q4	$2.44K	Hold	14	–	–	﹤0.01%	729
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	801
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	856
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	725
2021 Q4	$3K	Hold	14	–	–	﹤0.01%	897
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	847
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	865
2021 Q1	$3K	Sell	14 -1,536	-99%	-$278K	﹤0.01%	882
2020 Q4	$270K	Hold	1,550	–	–	0.08%	133
2020 Q3	$236K	Buy	+1,550	New	+$233K	0.08%	132