Capital Planning Advisors, LLC Vanguard Russell 3000 ETF Transaction History

Capital Planning Advisors, LLC

  • $704 Million
  • Q3 2025

A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 1,891 shares of VTHR stock, worth $558,885. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,891
Previous 1,891 -0.0%
Holding current value
$558,885
Previous $515,000 7.96%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$243.2 - $272.04 $102,144 - $114,256
-420 Reduced 18.17%
1,891 $466,000
Q2 2024

Aug 12, 2024
BUY
$219.9 - $241.11 $94,557 - $103,677
430 Added 22.86%
2,311 $553,000
Q1 2024

May 15, 2024
BUY
$208.47 - $232.96 $91,726 - $102,502
440 Added 30.53%
1,881 $438,000
Q4 2023

Feb 12, 2024
BUY
$182.01 - $213.49 $262,276 - $307,639
1,441 New
1,441 $306,000

Others Institutions Holding VTHR

# of Institutions
232
Shares Held
4.63M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 3000 ETF

VTHR Quotes by TradingView
  • Ticker VTHR
  • Sector ETFs
  • Industry ETFs
More about VTHR
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