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Bogart Wealth LLC’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Bogart Wealth LLC’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
2022
Q1 		– Sell
-28
Closed -$6K – 862
2021
Q4 		$6K Buy
+28
New +$5.9K ﹤0.01% 543

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bogart Wealth LLC's VTHR Position: Q1 2022 in Review

Bogart Wealth LLC sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2022, closing a stake of 28 shares — an estimated $6K sold.

Bogart Wealth LLC first reported a position in VTHR in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 120 funds tracked by Wall St. Rank hold VTHR as of Q1 2022.

  • Bogart Wealth LLC reported no remaining Vanguard Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 28 Vanguard Russell 3000 ETF shares in Q1 2022, an estimated $6K.
  • Bogart Wealth LLC first reported a position in Vanguard Russell 3000 ETF in Q4 2021 and held it in 1 quarter.
  • Bogart Wealth LLC's Vanguard Russell 3000 ETF position peaked at $6K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.