Wealthstream Advisors’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 | $8.97M | Sell |
32,874
-961
| -3% | -$262K | 1.49% | 9 |
|
|
2025
Q1 | $8.35M | Sell |
33,835
-70
| -0.2% | -$17.3K | 1.56% | 8 |
|
|
2024
Q4 | $8.81M | Sell |
33,905
-1,637
| -5% | -$425K | 1.63% | 8 |
|
|
2024
Q3 | $9.02M | Sell |
35,542
-653
| -2% | -$166K | 1.64% | 9 |
|
|
2024
Q2 | $8.67M | Buy |
36,195
+1,695
| +5% | +$406K | 3.17% | 6 |
|
|
2024
Q1 | $8.04M | Buy |
34,500
+1,246
| +4% | +$290K | 3.05% | 7 |
|
|
2023
Q4 | $7.08M | Buy |
33,254
+2,741
| +9% | +$583K | 2.92% | 7 |
|
|
2023
Q3 | $5.82M | Buy |
30,513
+2,368
| +8% | +$452K | 3.01% | 8 |
|
|
2023
Q2 | $5.56M | Buy |
28,145
+1,949
| +7% | +$385K | 2.91% | 8 |
|
|
2023
Q1 | $4.8M | Buy |
26,196
+3,068
| +13% | +$562K | 2.87% | 8 |
|
|
2022
Q4 | $3.97M | Buy |
+23,128
| New | +$3.97M | 2.59% | 8 |
|