PWP
Precedent Wealth Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
1,820
+163
| +10% | +$44.5K | 0.12% | 124 |
|
|
2025
Q1 | $409K | Sell |
1,657
-16
| -1% | -$3.95K | 0.11% | 127 |
|
|
2024
Q4 | $435K | Sell |
1,673
-121
| -7% | -$31.4K | 0.14% | 120 |
|
|
2024
Q3 | $455K | Buy |
1,794
+96
| +6% | +$24.4K | 0.15% | 111 |
|
|
2024
Q2 | $407K | Buy |
1,698
+654
| +63% | +$157K | 0.16% | 107 |
|
|
2024
Q1 | $243K | Buy |
+1,044
| New | +$243K | 0.1% | 127 |
|