WealthShield 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
$2.73K Hold
10
﹤0.01% 533
2025
Q1
$2.47K Hold
10
﹤0.01% 517
2024
Q4
$2.6K Hold
10
﹤0.01% 476
2024
Q3
$2.54K Hold
10
﹤0.01% 472
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% -$25.7K ﹤0.01% 462
2023
Q3
$25K Sell
131
-323
-71% -$61.6K ﹤0.01% 402
2023
Q2
$89.6K Hold
454
0.01% 348
2023
Q1
$83.2K Buy
+454
New +$83.2K 0.01% 350
2021
Q3
Sell
-742
Closed -$148K 735
2021
Q2
$148K Buy
+742
New +$148K 0.02% 302