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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.