CCM
VTHR icon

Catawba Capital Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Catawba Capital Management’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
2018
Q2 		$426K Hold
3,385
– – 0.1% 143
2018
Q1 		$412K Hold
3,385
– – 0.1% 145
2017
Q4 		$416K Sell
3,385
-225
-6% -$26.9K 0.09% 149
2017
Q3 		$418K Sell
3,610
-203
-5% -$23K 0.09% 156
2017
Q2 		$425K Buy
3,813
+963
+34% +$106K 0.1% 157
2017
Q1 		$310K Buy
2,850
+610
+27% +$65.3K 0.07% 199
2016
Q4 		$231K Hold
2,240
– – 0.05% 225
2016
Q3 		$223K Hold
2,240
– – 0.05% 220
2016
Q2 		$214K Buy
+2,240
New +$212K 0.05% 218

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ATC
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P
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LPL Financial
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LW
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MGIA
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TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return