Legacy Financial Group (Iowa)
VTHR icon

Legacy Financial Group (Iowa)’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-10
Closed -$1.91K – 499
2023
Q3 		$1.91K Buy
+10
New +$1.99K ﹤0.01% 471

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DT
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VTHR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2023, closing a stake of 10 shares — an estimated $1.91K sold.

Legacy Financial Group (Iowa) first reported a position in VTHR in Q3 2023 and held it in 1 quarter. The position peaked at $1.91K in Q3 2023. 145 funds tracked by Wall St. Rank hold VTHR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Russell 3000 ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 10 Vanguard Russell 3000 ETF shares in Q4 2023, an estimated $1.91K.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Russell 3000 ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Vanguard Russell 3000 ETF position peaked at $1.91K in Q3 2023.
  • 145 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.