JFA
VTHR icon

JNBA Financial Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

JNBA Financial Advisors’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
Q3 		– Sell
-109
Closed -$14K – 718
2018
Q2 		$14K Hold
109
– – ﹤0.01% 365
2018
Q1 		$13K Sell
109
-163
-60% -$20.4K ﹤0.01% 355
2017
Q4 		$33K Hold
272
– – 0.01% 263
2017
Q3 		$31K Hold
272
– – 0.01% 261
2017
Q2 		$30K Hold
272
– – 0.01% 253
2017
Q1 		$30K Hold
272
– – 0.01% 250
2016
Q4 		$28K Buy
+272
New +$27.3K 0.01% 262

Other funds holding VTHR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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 $16.3B AUM 16.34% 1-Year Est. Return