SFSG
Sound Financial Strategies Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-548
| Closed | -$93K | – | 50 |
|
|
2022
Q2 | $93K | Sell |
548
-1,588
| -74% | -$269K | 0.07% | 39 |
|
|
2022
Q1 | $436K | Sell |
2,136
-1,446
| -40% | -$295K | 0.24% | 51 |
|
|
2021
Q4 | $773K | Sell |
3,582
-297
| -8% | -$64.1K | 0.39% | 30 |
|
|
2021
Q3 | $768K | Sell |
3,879
-2,229
| -36% | -$441K | 0.39% | 22 |
|
|
2021
Q2 | $1.22M | Buy |
+6,108
| New | +$1.22M | 0.61% | 18 |
|