BRWA
VTHR icon

B. Riley Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

B. Riley Wealth Advisors’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,170
Closed -$1.94M – 1613
2024
Q1 		$1.94M Buy
+10,170
New +$2.25M 0.05% 368
2023
Q4 		– Sell
-10,170
Closed -$1.94M – 1512
2023
Q3 		$1.94M Sell
10,170
-348
-3% -$69.1K 0.05% 368
2023
Q2 		$2.08M Sell
10,518
-542
-5% -$101K 0.05% 364
2023
Q1 		$2.03M Sell
11,060
-111
-1% -$19.9K 0.05% 339
2022
Q4 		$1.92M Sell
11,171
-418
-4% -$72.2K 0.05% 345
2022
Q3 		$1.87M Buy
+11,589
New +$2.07M 0.06% 325

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return