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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 $495B AUM 43.24% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Level Financial Advisors's VTHR Position: Q1 2024 in Review

Level Financial Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2024, closing a stake of 25 shares — an estimated $5.32K sold.

Level Financial Advisors first reported a position in VTHR in Q1 2022 and held it in 8 quarters. The position peaked at $5.32K in Q4 2023. 160 funds tracked by Wall St. Rank hold VTHR as of Q1 2024.

  • Level Financial Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 25 Vanguard Russell 3000 ETF shares in Q1 2024, an estimated $5.32K.
  • Level Financial Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2022 and held it in 8 quarters.
  • Level Financial Advisors's Vanguard Russell 3000 ETF position peaked at $5.32K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.