The Family Firm’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 | $11.4M | Buy |
41,713
+1,444
| +4% | +$394K | 2.74% | 7 |
|
|
2025
Q1 | $9.94M | Buy |
40,269
+132
| +0.3% | +$32.6K | 2.22% | 7 |
|
|
2024
Q4 | $10.4M | Buy |
40,137
+592
| +1% | +$154K | 2.32% | 7 |
|
|
2024
Q3 | $10M | Buy |
39,545
+143
| +0.4% | +$36.3K | 2.2% | 7 |
|
|
2024
Q2 | $9.44M | Buy |
39,402
+167
| +0.4% | +$40K | 2.11% | 7 |
|
|
2024
Q1 | $9.14M | Sell |
39,235
-1,005
| -2% | -$234K | 2.23% | 8 |
|
|
2023
Q4 | $8.56M | Buy |
40,240
+431
| +1% | +$91.7K | 2.21% | 8 |
|
|
2023
Q3 | $7.59M | Sell |
39,809
-1,954
| -5% | -$373K | 2.13% | 8 |
|
|
2023
Q2 | $8.25M | Buy |
41,763
+1,910
| +5% | +$377K | 2.18% | 8 |
|
|
2023
Q1 | $7.31M | Buy |
39,853
+431
| +1% | +$79K | 2.02% | 8 |
|
|
2022
Q4 | $6.77M | Buy |
39,422
+4,430
| +13% | +$761K | 1.98% | 8 |
|
|
2022
Q3 | $5.64M | Sell |
34,992
-4,065
| -10% | -$655K | 1.8% | 12 |
|
|
2022
Q2 | $6.6M | Buy |
39,057
+316
| +0.8% | +$53.4K | 1.95% | 9 |
|
|
2022
Q1 | $7.9M | Buy |
38,741
+2,317
| +6% | +$472K | 2.07% | 8 |
|
|
2021
Q4 | $7.86M | Buy |
36,424
+238
| +0.7% | +$51.3K | 2.03% | 9 |
|
|
2021
Q3 | $7.56M | Sell |
36,186
-72
| -0.2% | -$15K | 1.99% | 8 |
|
|
2021
Q2 | $7.22M | Buy |
36,258
+627
| +2% | +$125K | 1.97% | 9 |
|
|
2021
Q1 | $6.59M | Sell |
35,631
-24
| -0.1% | -$4.44K | 1.9% | 10 |
|
|
2020
Q4 | $6.29M | Buy |
35,655
+3,405
| +11% | +$600K | 1.87% | 10 |
|
|
2020
Q3 | $4.91M | Buy |
32,250
+2,131
| +7% | +$324K | 1.76% | 13 |
|
|
2020
Q2 | $4.21M | Sell |
30,119
-483
| -2% | -$67.6K | 1.58% | 14 |
|
|
2020
Q1 | $3.52M | Buy |
30,602
+1,644
| +6% | +$189K | 1.5% | 14 |
|
|
2019
Q4 | $4.24M | Buy |
28,958
+263
| +0.9% | +$38.5K | 1.44% | 17 |
|
|
2019
Q3 | $3.88M | Sell |
28,695
-535
| -2% | -$72.3K | 1.38% | 17 |
|
|
2019
Q2 | $3.92M | Buy |
29,230
+1,048
| +4% | +$140K | 1.38% | 17 |
|
|
2019
Q1 | $3.65M | Sell |
28,182
-473
| -2% | -$61.2K | 1.33% | 18 |
|
|
2018
Q4 | $3.27M | Buy |
28,655
+4,329
| +18% | +$493K | 1.31% | 18 |
|
|
2018
Q3 | $3.25M | Buy |
24,326
+1,067
| +5% | +$143K | 1.18% | 20 |
|
|
2018
Q2 | $2.93M | Sell |
23,259
-118
| -0.5% | -$14.8K | 1.1% | 20 |
|
|
2018
Q1 | $2.84M | Sell |
23,377
-563
| -2% | -$68.4K | 1.11% | 20 |
|
|
2017
Q4 | $2.94M | Buy |
23,940
+563
| +2% | +$69.1K | 1.17% | 20 |
|
|
2017
Q3 | $2.71M | Buy |
23,377
+1,236
| +6% | +$143K | 1.13% | 20 |
|
|
2017
Q2 | $2.47M | Buy |
22,141
+104
| +0.5% | +$11.6K | 1.09% | 22 |
|
|
2017
Q1 | $2.39M | Buy |
22,037
+2,810
| +15% | +$305K | 1.14% | 20 |
|
|
2016
Q4 | $1.99M | Sell |
19,227
-1,669
| -8% | -$172K | 0.94% | 25 |
|
|
2016
Q3 | $2.08M | Buy |
20,896
+318
| +2% | +$31.6K | 0.99% | 23 |
|
|
2016
Q2 | $1.96M | Sell |
20,578
-76
| -0.4% | -$7.25K | 0.98% | 22 |
|
|
2016
Q1 | $1.94M | Buy |
20,654
+3,754
| +22% | +$353K | 0.98% | 21 |
|
|
2015
Q4 | $1.58M | Buy |
16,900
+3,894
| +30% | +$365K | 0.84% | 26 |
|
|
2015
Q3 | $1.15M | Buy |
13,006
+6,580
| +102% | +$580K | 0.62% | 35 |
|
|
2015
Q2 | $615K | Sell |
6,426
-2,866
| -31% | -$274K | 0.32% | 53 |
|
|
2015
Q1 | $894K | Buy |
9,292
+3,507
| +61% | +$337K | 0.46% | 40 |
|
|
2014
Q4 | $550K | Buy |
+5,785
| New | +$550K | 0.29% | 53 |
|