Stifel Financial’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
2026 Q1	$5.3M	Sell	18,417 -76	-0.4%	-$22.8K	﹤0.01%	1314
2025 Q4	$5.55M	Sell	18,493 -1,139	-6%	-$340K	0.01%	1269
2025 Q3	$5.78M	Buy	19,632 +434	+2%	+$123K	0.01%	1218
2025 Q2	$5.24M	Buy	19,198 +4,580	+31%	+$1.16M	0.01%	1227
2025 Q1	$3.61M	Sell	14,618 -1,650	-10%	-$430K	﹤0.01%	1367
2024 Q4	$4.23M	Buy	16,268 +6,240	+62%	+$1.63M	﹤0.01%	1310
2024 Q3	$2.54M	Sell	10,028 -2,095	-17%	-$512K	﹤0.01%	1620
2024 Q2	$2.9M	Sell	12,123 -12,512	-51%	-$2.9M	﹤0.01%	1476
2024 Q1	$5.74M	Buy	24,635 +797	+3%	+$177K	0.01%	1064
2023 Q4	$5.07M	Buy	23,838 +9,549	+67%	+$1.89M	0.01%	1087
2023 Q3	$2.73M	Buy	14,289 +11,258	+371%	+$2.23M	﹤0.01%	1392
2023 Q2	$598K	Sell	3,031 -1,058	-26%	-$198K	﹤0.01%	2411
2023 Q1	$750K	Buy	4,089 +1,157	+39%	+$208K	﹤0.01%	2258
2022 Q4	$504K	Sell	2,932 -201	-6%	-$34.7K	﹤0.01%	2464
2022 Q3	$505K	Buy	3,133 +174	+6%	+$31.1K	﹤0.01%	2425
2022 Q2	$500K	Hold	2,959	–	–	﹤0.01%	2465
2022 Q1	$603K	Buy	2,959 +1,810	+158%	+$364K	﹤0.01%	2471
2021 Q4	$248K	Buy	+1,149	New	+$242K	﹤0.01%	3027