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