Wealthstream Advisors, Inc. VTHR Holdings History
Wealthstream Advisors, Inc.'s Vanguard Russell 3000 Index Fund Holding Summary
As of 2025-03-31, Wealthstream Advisors, Inc. held 33,835.00 shares of Vanguard Russell 3000 Index Fund(VTHR), totaling $8.35 Mil. This investment constitutes 1.56% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0.27% of the outstanding Vanguard Russell 3000 Index Fund(VTHR) stock.
The initial trade took place in 2022Q4. And since then Wealthstream Advisors, Inc. has made 7 purchases of VTHR, at an average price of $181.73, for a total of 36,195.00 shares. In addition, there have been 3 sales at an average price of $257.00 for 2,360.00 shares. Based on historical transaction data and VTHR's current price of $277.13, Wealthstream Advisors, Inc.'s estimated gain on his VTHR holdings is $3.41 Mil, reflecting a 51.77% gain to date.
Wealthstream Advisors, Inc. VTHR ($277.13) Holding Chart
Wealthstream Advisors, Inc. VTHR ($277.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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