Trek Financial’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 | $254K | Hold |
930
| – | – | 0.02% | 369 |
|
2025
Q1 | $229K | Hold |
930
| – | – | 0.02% | 355 |
|
2024
Q4 | $242K | Hold |
930
| – | – | 0.02% | 365 |
|
2024
Q3 | $236K | Hold |
930
| – | – | 0.02% | 350 |
|
2024
Q2 | $223K | Hold |
930
| – | – | 0.02% | 360 |
|
2024
Q1 | $217K | Buy |
+930
| New | +$217K | 0.02% | 368 |
|