Simplicity Solutions’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,539
| Closed | -$268K | – | 973 |
|
|
2020
Q4 | $268K | Buy |
1,539
+114
| +8% | +$19.9K | ﹤0.01% | 812 |
|
|
2020
Q3 | $217K | Sell |
1,425
-452
| -24% | -$68.8K | ﹤0.01% | 802 |
|
|
2020
Q2 | $263K | Buy |
1,877
+56
| +3% | +$7.85K | 0.01% | 763 |
|
|
2020
Q1 | $210K | Buy |
1,821
+65
| +4% | +$7.5K | 0.01% | 678 |
|
|
2019
Q4 | $257K | Buy |
+1,756
| New | +$257K | 0.01% | 728 |
|