Wedmont Private Capital’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 Q2	$2.34M	Buy	7,023 +1,175	+20%	+$376K	0.06%	160
2026 Q1	$1.75M	Buy	5,848 +237	+4%	+$71.2K	0.06%	187
2025 Q4	$1.71M	Buy	5,611 +6	+0.1%	+$1.79K	0.06%	184
2025 Q3	$1.66M	Buy	5,605 +6	+0.1%	+$1.7K	0.06%	190
2025 Q2	$1.54M	Sell	5,599 -53	-0.9%	-$13.4K	0.07%	192
2025 Q1	$1.33M	Buy	5,652 +6	+0.1%	+$1.56K	0.07%	181
2024 Q4	$1.45M	Buy	5,646 +67	+1%	+$17.5K	0.08%	155
2024 Q3	$1.4M	Buy	5,579 +6	+0.1%	+$1.47K	0.08%	155
2024 Q2	$1.38M	Buy	5,573 +6	+0.1%	+$1.39K	0.09%	145
2024 Q1	$1.29M	Hold	5,567	–	–	0.09%	141
2023 Q4	$1.18M	Buy	5,567 +9	+0.2%	+$1.78K	0.1%	136
2023 Q3	$1.07M	Hold	5,558	–	–	0.11%	116
2023 Q2	$1.11M	Buy	5,558 +32	+0.6%	+$5.99K	0.12%	113
2023 Q1	$1.01M	Hold	5,526	–	–	0.13%	110
2022 Q4	$963K	Hold	5,526	–	–	0.14%	110
2022 Q3	$890K	Buy	5,526 +2,928	+113%	+$523K	0.18%	91
2022 Q2	$439K	Buy	+2,598	New	+$478K	0.09%	156