Wealthcare Advisory Partners’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 | $481K | Hold |
1,763
| – | – | 0.01% | 651 |
|
|
2025
Q1 | $435K | Buy |
1,763
+1
| +0.1% | +$247 | 0.01% | 619 |
|
|
2024
Q4 | $458K | Hold |
1,762
| – | – | 0.01% | 591 |
|
|
2024
Q3 | $447K | Buy |
1,762
+2
| +0.1% | +$507 | 0.01% | 591 |
|
|
2024
Q2 | $422K | Buy |
1,760
+100
| +6% | +$24K | 0.01% | 573 |
|
|
2024
Q1 | $387K | Hold |
1,660
| – | – | 0.01% | 601 |
|
|
2023
Q4 | $353K | Buy |
1,660
+1
| +0.1% | +$213 | 0.01% | 564 |
|
|
2023
Q3 | $316K | Hold |
1,659
| – | – | 0.01% | 537 |
|
|
2023
Q2 | $328K | Buy |
1,659
+1
| +0.1% | +$197 | 0.01% | 540 |
|
|
2023
Q1 | $304K | Buy |
1,658
+1
| +0.1% | +$183 | 0.01% | 574 |
|
|
2022
Q4 | $285K | Buy |
1,657
+1
| +0.1% | +$172 | 0.01% | 558 |
|
|
2022
Q3 | $267K | Hold |
1,656
| – | – | 0.02% | 510 |
|
|
2022
Q2 | $280K | Buy |
1,656
+150
| +10% | +$25.4K | 0.02% | 448 |
|
|
2022
Q1 | $307K | Buy |
1,506
+101
| +7% | +$20.6K | 0.02% | 409 |
|
|
2021
Q4 | $303K | Buy |
1,405
+301
| +27% | +$64.9K | 0.02% | 441 |
|
|
2021
Q3 | $219K | Buy |
+1,104
| New | +$219K | 0.01% | 500 |
|
|
2021
Q2 | – | Sell |
-954
| Closed | -$176K | – | 1849 |
|
|
2021
Q1 | $176K | Buy |
+954
| New | +$176K | 0.01% | 511 |
|
|
2020
Q2 | – | Sell |
-951
| Closed | -$110K | – | 1339 |
|
|
2020
Q1 | $110K | Hold |
951
| – | – | 0.02% | 360 |
|
|
2019
Q4 | $139K | Buy |
951
+1
| +0.1% | +$146 | 0.02% | 342 |
|
|
2019
Q3 | $128K | Hold |
950
| – | – | 0.02% | 338 |
|
|
2019
Q2 | $127K | Hold |
950
| – | – | 0.02% | 337 |
|
|
2019
Q1 | $123K | Hold |
950
| – | – | 0.02% | 306 |
|
|
2018
Q4 | $108K | Buy |
950
+800
| +533% | +$90.9K | 0.02% | 296 |
|
|
2018
Q3 | $20K | Hold |
150
| – | – | ﹤0.01% | 680 |
|
|
2018
Q2 | $19K | Hold |
150
| – | – | ﹤0.01% | 692 |
|
|
2018
Q1 | $18K | Buy |
+150
| New | +$18K | ﹤0.01% | 615 |
|