MFA Wealth Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

MFA Wealth 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
2022 Q3	–	Sell	-3,700	Closed	-$625K	–	66
2022 Q2	$625K	Hold	3,700	–	–	0.23%	41
2022 Q1	$755K	Hold	3,700	–	–	0.24%	45
2021 Q4	$798K	Hold	3,700	–	–	0.34%	41
2021 Q3	$733K	Hold	3,700	–	–	0.34%	39
2021 Q2	$737K	Hold	3,700	–	–	0.33%	38
2021 Q1	$684K	Hold	3,700	–	–	0.33%	40
2020 Q4	$644K	Hold	3,700	–	–	0.57%	27
2020 Q3	$563K	Hold	3,700	–	–	0.6%	26
2020 Q2	$518K	Hold	3,700	–	–	0.33%	34
2020 Q1	$426K	Hold	3,700	–	–	0.41%	36
2019 Q4	$542K	Hold	3,700	–	–	0.39%	29
2019 Q3	$500K	Hold	3,700	–	–	0.41%	30
2019 Q2	$496K	Hold	3,700	–	–	0.37%	32
2019 Q1	$479K	Hold	3,700	–	–	0.31%	43
2018 Q4	$422K	Hold	3,700	–	–	0.42%	29
2018 Q3	$461K	Hold	3,700	–	–	0.34%	38
2018 Q2	$487K	Hold	3,700	–	–	0.32%	41
2018 Q1	$451K	Buy	+3,700	New	+$463K	0.34%	38

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

MFA Wealth Advisors's VTHR Position: Q3 2022 in Review

MFA Wealth Advisors sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2022, closing a stake of 3,700 shares — an estimated $625K sold.

MFA Wealth Advisors first reported a position in VTHR in Q1 2018 and held it in 18 quarters. The position peaked at $798K in Q4 2021. 123 funds tracked by Wall St. Rank hold VTHR as of Q3 2022.

MFA Wealth Advisors reported no remaining Vanguard Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
MFA Wealth Advisors sold 3,700 Vanguard Russell 3000 ETF shares in Q3 2022, an estimated $625K.
MFA Wealth Advisors first reported a position in Vanguard Russell 3000 ETF in Q1 2018 and held it in 18 quarters.
MFA Wealth Advisors's Vanguard Russell 3000 ETF position peaked at $798K in Q4 2021.
123 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2022.

Based on MFA Wealth Advisors's 13F filing for Q3 2022, filed 22 Nov 2022.