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

Level 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
2024
Q1 		– Sell
-25
Closed -$5.32K – 251
2023
Q4 		$5.32K Hold
25
– – ﹤0.01% 212
2023
Q3 		$4.77K Hold
25
– – ﹤0.01% 219
2023
Q2 		$4.94K Hold
25
– – ﹤0.01% 219
2023
Q1 		$4.58K Hold
25
– – ﹤0.01% 193
2022
Q4 		$4K Hold
25
– – ﹤0.01% 204
2022
Q3 		$4K Hold
25
– – ﹤0.01% 206
2022
Q2 		$4K Hold
25
– – ﹤0.01% 229
2022
Q1 		$5K Buy
+25
New +$5.03K ﹤0.01% 187

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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