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 |
|