Waverly Advisors’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 | $2.43M | Hold |
8,925
| – | – | 0.03% | 457 |
|
|
2025
Q1 | $2.2M | Hold |
8,925
| – | – | 0.03% | 459 |
|
|
2024
Q4 | $2.32M | Hold |
8,925
| – | – | 0.04% | 352 |
|
|
2024
Q3 | $2.26M | Hold |
8,925
| – | – | 0.04% | 314 |
|
|
2024
Q2 | $2.14M | Hold |
8,925
| – | – | 0.04% | 307 |
|
|
2024
Q1 | $2.08M | Buy |
+8,925
| New | +$2.08M | 0.05% | 253 |
|