WealthShield Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88K	Hold	10	–	–	﹤0.01%	577
2025 Q4	$3K	Hold	10	–	–	﹤0.01%	544
2025 Q3	$2.94K	Hold	10	–	–	﹤0.01%	541
2025 Q2	$2.73K	Hold	10	–	–	﹤0.01%	534
2025 Q1	$2.47K	Hold	10	–	–	﹤0.01%	520
2024 Q4	$2.6K	Hold	10	–	–	﹤0.01%	476
2024 Q3	$2.54K	Hold	10	–	–	﹤0.01%	474
2024 Q2	$2.4K	Hold	10	–	–	﹤0.01%	454
2024 Q1	$2.33K	Hold	10	–	–	﹤0.01%	462
2023 Q4	$2.13K	Sell	10 -121	-92%	-$24K	﹤0.01%	462
2023 Q3	$25K	Sell	131 -323	-71%	-$64.1K	﹤0.01%	402
2023 Q2	$89.6K	Hold	454	–	–	0.01%	348
2023 Q1	$83.2K	Buy	+454	New	+$81.6K	0.01%	350
2021 Q3	–	Sell	-742	Closed	-$148K	–	735
2021 Q2	$148K	Buy	+742	New	+$144K	0.02%	302