FourThought Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

FourThought Financial’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 Q3	$38K	Buy	234 +25	+12%	+$4.47K	0.01%	687
2022 Q2	$35K	Hold	209	–	–	0.01%	717
2022 Q1	$43K	Hold	209	–	–	0.01%	711
2021 Q4	$45K	Hold	209	–	–	0.01%	693
2021 Q3	$41K	Hold	209	–	–	0.01%	747
2021 Q2	$41K	Sell	209 -20	-9%	-$3.88K	0.01%	767
2021 Q1	$42K	Hold	229	–	–	0.01%	734
2020 Q4	$39K	Buy	+229	New	+$37.4K	0.01%	726

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

FourThought Financial's VTHR Position: Q3 2022 in Review

FourThought Financial increased its Vanguard Russell 3000 ETF (VTHR) stake by 12% in Q3 2022, buying an estimated $4.47K and bringing the position to 234 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #687.

FourThought Financial first reported a position in VTHR in Q4 2020 and has held it in 8 quarters since. The position peaked at $45K in Q4 2021. 123 funds tracked by Wall St. Rank hold VTHR as of Q3 2022.

FourThought Financial held 234 shares of Vanguard Russell 3000 ETF worth $38K as of Q3 2022.
FourThought Financial bought 25 Vanguard Russell 3000 ETF shares in Q3 2022, an estimated $4.47K.
Vanguard Russell 3000 ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #687 holding.
FourThought Financial first reported a position in Vanguard Russell 3000 ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Russell 3000 ETF position peaked at $45K in Q4 2021.
123 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.