Wealthspire Advisors (New York)’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	$983K	Sell	3,417 -23	-0.7%	-$6.91K	0.01%	411
2025 Q4	$1.03M	Buy	3,440 +23	+0.7%	+$6.86K	0.01%	419
2025 Q3	$1.01M	Hold	3,417	–	–	0.01%	394
2025 Q2	$932K	Hold	3,417	–	–	0.01%	406
2025 Q1	$843K	Hold	3,417	–	–	0.01%	420
2024 Q4	$888K	Sell	3,417 -7	-0.2%	-$1.83K	0.01%	394
2024 Q3	$869K	Buy	3,424 +7	+0.2%	+$1.71K	0.01%	395
2024 Q2	$819K	Hold	3,417	–	–	0.01%	349
2024 Q1	$796K	Hold	3,417	–	–	0.01%	346
2023 Q4	$727K	Hold	3,417	–	–	0.01%	363
2023 Q3	$652K	Buy	3,417 +12	+0.4%	+$2.38K	0.01%	345
2023 Q2	$672K	Hold	3,405	–	–	0.01%	316
2023 Q1	$624K	Hold	3,405	–	–	0.01%	321
2022 Q4	$585K	Hold	3,405	–	–	0.01%	347
2022 Q3	$549K	Buy	+3,405	New	+$609K	0.01%	318