WIA
World Investment Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Sell |
4,250
-37
| -0.9% | -$10.1K | 0.03% | 491 |
|
2025
Q1 | $1.06M | Sell |
4,287
-237
| -5% | -$58.5K | 0.03% | 492 |
|
2024
Q4 | $1.18M | Buy |
4,524
+219
| +5% | +$56.9K | 0.03% | 436 |
|
2024
Q3 | $1.09M | Sell |
4,305
-804
| -16% | -$204K | 0.03% | 405 |
|
2024
Q2 | $1.22M | Buy |
5,109
+1,205
| +31% | +$289K | 0.08% | 240 |
|
2024
Q1 | $909K | Sell |
3,904
-2,409
| -38% | -$561K | 0.13% | 147 |
|
2023
Q4 | $1.34M | Sell |
6,313
-48,554
| -88% | -$10.3M | 0.17% | 111 |
|
2023
Q3 | $10.5M | Sell |
54,867
-2,512
| -4% | -$479K | 2.07% | 12 |
|
2023
Q2 | $11.3M | Sell |
57,379
-13,026
| -19% | -$2.57M | 2.19% | 13 |
|
2023
Q1 | $12.9M | Sell |
70,405
-406
| -0.6% | -$74.4K | 2.69% | 8 |
|
2022
Q4 | $12.2M | Buy |
70,811
+307
| +0.4% | +$52.7K | 2.79% | 11 |
|
2022
Q3 | $11.4M | Buy |
70,504
+2,581
| +4% | +$417K | 2.71% | 10 |
|
2022
Q2 | $12.7M | Buy |
67,923
+14,691
| +28% | +$2.74M | 2.66% | 10 |
|
2022
Q1 | $10.9M | Buy |
53,232
+50,541
| +1,878% | +$10.3M | 2.25% | 10 |
|
2021
Q4 | $547K | Buy |
+2,691
| New | +$547K | 0.11% | 134 |
|