Sensible Financial Planning & Management’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 |
-6,038
| Closed | -$1.53M | – | 51 |
|
|
2024
Q3 | $1.53M | Buy |
+6,038
| New | +$1.48M | 0.3% | 28 |
|
|
2023
Q3 | – | Sell |
-10,902
| Closed | -$2.15M | – | 31 |
|
|
2023
Q2 | $2.15M | Buy |
10,902
+7
| +0.1% | +$1.31K | 0.51% | 25 |
|
|
2023
Q1 | $2M | Sell |
10,895
-2,395
| -18% | -$430K | 0.47% | 26 |
|
|
2022
Q4 | $2.28M | Buy |
13,290
+1,466
| +12% | +$253K | 0.57% | 25 |
|
|
2022
Q3 | $1.91M | Buy |
11,824
+11
| +0.1% | +$1.97K | 0.49% | 22 |
|
|
2022
Q2 | $2M | Buy |
11,813
+6
| +0.1% | +$1.1K | 0.5% | 24 |
|
|
2022
Q1 | $2.41M | Hold |
11,807
| – | – | 0.64% | 22 |
|
|
2021
Q4 | $2.55M | Buy |
11,807
+1,398
| +13% | +$294K | 0.72% | 21 |
|
|
2021
Q3 | $2.06M | Hold |
10,409
| – | – | 0.67% | 23 |
|
|
2021
Q2 | $2.07M | Hold |
10,409
| – | – | 0.7% | 23 |
|
|
2021
Q1 | $1.92M | Sell |
10,409
-3
| -0% | -$542 | 0.71% | 23 |
|
|
2020
Q4 | $1.81M | Sell |
10,412
-69
| -0.7% | -$11.3K | 0.68% | 23 |
|
|
2020
Q3 | $1.6M | Hold |
10,481
| – | – | 0.65% | 21 |
|
|
2020
Q2 | $1.47M | Sell |
10,481
-857
| -8% | -$113K | 0.63% | 22 |
|
|
2020
Q1 | $1.3M | Buy |
11,338
+628
| +6% | +$86.8K | 0.62% | 22 |
|
|
2019
Q4 | $1.57M | Hold |
10,710
| – | – | 0.66% | 22 |
|
|
2019
Q3 | $1.45M | Sell |
10,710
-229
| -2% | -$30.9K | 0.63% | 21 |
|
|
2019
Q2 | $1.47M | Sell |
10,939
-687
| -6% | -$90.5K | 0.63% | 20 |
|
|
2019
Q1 | $1.5M | Sell |
11,626
-355
| -3% | -$44.2K | 0.68% | 20 |
|
|
2018
Q4 | $1.36M | Hold |
11,981
| – | – | 0.66% | 20 |
|
|
2018
Q3 | $1.6M | Sell |
11,981
-550
| -4% | -$72.3K | 0.74% | 17 |
|
|
2018
Q2 | $1.58M | Sell |
12,531
-938
| -7% | -$117K | 0.75% | 15 |
|
|
2018
Q1 | $1.64M | Hold |
13,469
| – | – | 0.78% | 15 |
|
|
2017
Q4 | $1.65M | Hold |
13,469
| – | – | 0.84% | 14 |
|
|
2017
Q3 | $1.56M | Buy |
13,469
+8,969
| +199% | +$1.02M | 0.86% | 13 |
|
|
2017
Q2 | $501K | Hold |
4,500
| – | – | 0.31% | 18 |
|
|
2017
Q1 | $489K | Hold |
4,500
| – | – | 0.31% | 17 |
|
|
2016
Q4 | $465K | Hold |
4,500
| – | – | 0.32% | 18 |
|
|
2016
Q3 | $447K | Hold |
4,500
| – | – | 0.31% | 19 |
|
|
2016
Q2 | $429K | Sell |
4,500
-238
| -5% | -$22.6K | 0.3% | 19 |
|
|
2016
Q1 | $445K | Buy |
4,738
+3,035
| +178% | +$269K | 0.32% | 19 |
|
|
2015
Q4 | $159K | Buy |
1,703
+1,245
| +272% | +$117K | 0.12% | 28 |
|
|
2015
Q3 | $40K | Buy |
+458
| New | +$43K | 0.03% | 45 |
|
Other funds holding VTHR
LNC
C
RCS
Sensible Financial Planning & Management's VTHR Position: Q4 2024 in Review
Sensible Financial Planning & Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2024, closing a stake of 6,038 shares — an estimated $1.53M sold.
Sensible Financial Planning & Management first reported a position in VTHR in Q3 2015 and held it in 33 quarters. The position peaked at $2.55M in Q4 2021. 191 funds tracked by Wall St. Rank hold VTHR as of Q4 2024.
- Sensible Financial Planning & Management reported no remaining Vanguard Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
- Sensible Financial Planning & Management sold 6,038 Vanguard Russell 3000 ETF shares in Q4 2024, an estimated $1.53M.
- Sensible Financial Planning & Management first reported a position in Vanguard Russell 3000 ETF in Q3 2015 and held it in 33 quarters.
- Sensible Financial Planning & Management's Vanguard Russell 3000 ETF position peaked at $2.55M in Q4 2021.
- 191 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2024.
Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.