Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
3,309
+831
| +34% | +$227K | 0.01% | 723 |
|
|
2025
Q1 | $611K | Hold |
2,478
| – | – | ﹤0.01% | 776 |
|
|
2024
Q4 | $644K | Hold |
2,478
| – | – | 0.01% | 720 |
|
|
2024
Q3 | $629K | Hold |
2,478
| – | – | 0.01% | 675 |
|
|
2024
Q2 | $594K | Hold |
2,478
| – | – | 0.01% | 628 |
|
|
2024
Q1 | $577K | Hold |
2,478
| – | – | 0.01% | 637 |
|
|
2023
Q4 | $527K | Buy |
+2,478
| New | +$527K | 0.01% | 714 |
|