IIC
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Integrated Investment Consultants’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Integrated Investment Consultants’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 		– Sell
-71
Closed -$9K – 688
2018
Q1 		$9K Buy
+71
New +$8.89K ﹤0.01% 653
2017
Q3 		$8K Hold
71
– – ﹤0.01% 535
2017
Q2 		$8K Hold
71
– – ﹤0.01% 521
2017
Q1 		$8K Hold
71
– – ﹤0.01% 522
2016
Q4 		$7K Hold
71
– – ﹤0.01% 528
2016
Q3 		$7K Hold
71
– – ﹤0.01% 534
2016
Q2 		$7K Hold
71
– – ﹤0.01% 544
2016
Q1 		$7K Buy
+71
New +$6.3K ﹤0.01% 532

Other funds holding VTHR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Investment Consultants's VTHR Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2018, closing a stake of 71 shares — an estimated $9K sold.

Integrated Investment Consultants first reported a position in VTHR in Q1 2016 and held it in 8 quarters. The position peaked at $9K in Q1 2018. 56 funds tracked by Wall St. Rank hold VTHR as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Vanguard Russell 3000 ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 71 Vanguard Russell 3000 ETF shares in Q2 2018, an estimated $9K.
  • Integrated Investment Consultants first reported a position in Vanguard Russell 3000 ETF in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's Vanguard Russell 3000 ETF position peaked at $9K in Q1 2018.
  • 56 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.