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Money Concepts Capital’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Money Concepts Capital’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
Q2 		– Sell
-30
Closed -$6K – 2606
2022
Q1 		$6K Buy
+30
New +$6.04K ﹤0.01% 2165

Other funds holding VTHR

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Concepts Capital's VTHR Position: Q2 2022 in Review

Money Concepts Capital sold out of Vanguard Russell 3000 ETF (VTHR) in Q2 2022, closing a stake of 30 shares — an estimated $6K sold.

Money Concepts Capital first reported a position in VTHR in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 122 funds tracked by Wall St. Rank hold VTHR as of Q2 2022.

  • Money Concepts Capital reported no remaining Vanguard Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
  • Money Concepts Capital sold 30 Vanguard Russell 3000 ETF shares in Q2 2022, an estimated $6K.
  • Money Concepts Capital first reported a position in Vanguard Russell 3000 ETF in Q1 2022 and held it in 1 quarter.
  • Money Concepts Capital's Vanguard Russell 3000 ETF position peaked at $6K in Q1 2022.
  • 122 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.