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

Sequoia Financial Advisors’s Portfolio VTHR Stock Details VTHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$975K	Buy
2025 Q2	$903K	Buy
2025 Q1	$611K	Hold
2024 Q4	$644K	Hold
2024 Q3	$629K	Hold
2024 Q2	$594K	Hold
2024 Q1	$577K	Hold
2023 Q4	$527K	Buy