Sensible Financial Planning & Management, Llc. Vanguard Russell 3000 ETF Transaction History

Sensible Financial Planning & Management, Llc.

$463 Million
Q2 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 03, 2023	BUY	$180.17 - $197.46 $1,261 - $1,382	7 Added 0.06%	10,902 $2.15 Million
Q1 2023 Apr 14, 2023	SELL	$170.44 - $188.45 $408,203 - $451,337	-2,395 Reduced 18.02%	10,895 $2 Million
Q4 2022 Feb 01, 2023	BUY	$160.9 - $183.26 $235,879 - $268,659	1,466 Added 12.4%	13,290 $2.28 Million
Q3 2022 Nov 07, 2022	BUY	$161.1 - $193.98 $1,772 - $2,133	11 Added 0.09%	11,824 $1.91 Million
Q2 2022 Aug 04, 2022	BUY	$164.05 - $206.15 $984 - $1,236	6 Added 0.05%	11,813 $2 Million
Q4 2021 Feb 11, 2022	BUY	$197.78 - $216.93 $276,496 - $303,268	1,398 Added 13.43%	11,807 $2.55 Million
Q1 2021 May 17, 2021	SELL	$171.52 - $186.26 $514 - $558	-3 Reduced 0.03%	10,409 $1.92 Million
Q4 2020 Feb 24, 2021	SELL	$149.19 - $174.08 $10,294 - $12,011	-69 Reduced 0.66%	10,412 $1.81 Million
Q2 2020 Aug 12, 2020	SELL	$110.04 - $146.55 $94,304 - $125,593	-857 Reduced 7.56%	10,481 $1.47 Million
Q1 2020 May 07, 2020	BUY	$100.69 - $153.98 $63,233 - $96,699	628 Added 5.86%	11,338 $1.31 Million
Q3 2019 Oct 28, 2019	SELL	$134.24 - $137.25 $30,740 - $31,430	-229 Reduced 2.09%	10,710 $1.45 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-687 Reduced 5.91%	10,939 $1.47 Million
Q1 2019 May 01, 2019	SELL	N/A	-355 Reduced 2.96%	11,626 $1.51 Million
Q3 2018 Oct 29, 2018	SELL	N/A	-550 Reduced 4.39%	11,981 $1.6 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-938 Reduced 6.96%	12,531 $1.58 Million
Q3 2017 Nov 01, 2017	BUY	N/A	8,969 Added 199.31%	13,469 $1.56 Million
Q2 2017 Aug 11, 2017	BUY	N/A	4,500	4,500 $501,000

Others Institutions Holding VTHR

# of Institutions

175

Shares Held

3.37M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

577K
Shares

$149 Million
0.04% of portfolio
International Assets Investment Management, LLC Orlando, FL

207K
Shares

$53.4 Million
0.0% of portfolio
Cliffwater LLC Marina Del Rey, CA

201K
Shares

$52 Million
11.59% of portfolio
Gratus Capital LLC

195K
Shares

$50.2 Million
1.95% of portfolio
Natixis Advisors, L.P. Boston, MA

152K
Shares

$39.3 Million
0.08% of portfolio

View Full List

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