TWM
Tolleson Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Hold |
16,701
| – | – | 0.78% | 17 |
|
|
2025
Q1 | $4.12M | Hold |
16,701
| – | – | 0.79% | 17 |
|
|
2024
Q4 | $4.34M | Hold |
16,701
| – | – | 0.89% | 15 |
|
|
2024
Q3 | $4.24M | Hold |
16,701
| – | – | 0.81% | 14 |
|
|
2024
Q2 | $4.02M | Hold |
16,701
| – | – | 0.79% | 14 |
|
|
2024
Q1 | $3.89M | Hold |
16,701
| – | – | 0.76% | 15 |
|
|
2023
Q4 | $3.55M | Hold |
16,701
| – | – | 0.73% | 15 |
|
|
2023
Q3 | $3.19M | Hold |
16,701
| – | – | 0.77% | 16 |
|
|
2023
Q2 | $3.3M | Hold |
16,701
| – | – | 0.8% | 17 |
|
|
2023
Q1 | $3.06M | Hold |
16,701
| – | – | 0.79% | 21 |
|
|
2022
Q4 | $2.87M | Hold |
16,701
| – | – | 0.78% | 21 |
|
|
2022
Q3 | $2.7M | Hold |
16,701
| – | – | 0.81% | 19 |
|
|
2022
Q2 | $2.83M | Hold |
16,701
| – | – | 0.8% | 19 |
|
|
2022
Q1 | $3.41M | Hold |
16,701
| – | – | 1.01% | 17 |
|
|
2021
Q4 | $3.6M | Hold |
16,701
| – | – | 0.97% | 17 |
|
|
2021
Q3 | $3.32M | Hold |
16,701
| – | – | 0.94% | 19 |
|
|
2021
Q2 | $3.33M | Hold |
16,701
| – | – | 0.9% | 19 |
|
|
2021
Q1 | $3.09M | Buy |
+16,701
| New | +$3.09M | 0.93% | 18 |
|