Corient Private Wealth
VTHR icon

Corient Private Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Corient Private Wealth’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
-2,204
Closed -$513K – 2396
2024
Q1 		$513K Hold
2,204
– – ﹤0.01% 1612
2023
Q4 		$469K Hold
2,204
– – ﹤0.01% 1643
2023
Q3 		$420K Hold
2,204
– – ﹤0.01% 1580
2023
Q2 		$435K Sell
2,204
-2,041
-48% -$382K ﹤0.01% 1519
2023
Q1 		$778K Hold
4,245
– – ﹤0.01% 1192
2022
Q4 		$729K Buy
+4,245
New +$734K ﹤0.01% 1016

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C
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GC
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Natixis Advisors
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Morgan Stanley
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Cerity Partners
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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