Peoples Financial Services Corp’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Peoples Financial Services Corp’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 Q4	–	Sell	-751	Closed	-$121K	–	280
2022 Q3	$121K	Hold	751	–	–	0.06%	143
2022 Q2	$127K	Hold	751	–	–	0.06%	144
2022 Q1	$153K	Buy	751 +131	+21%	+$26.4K	0.07%	148
2021 Q4	$134K	Buy	620 +120	+24%	+$25.3K	0.05%	144
2021 Q3	$99K	Hold	500	–	–	0.04%	150
2021 Q2	$100K	Buy	500 +155	+45%	+$30.1K	0.04%	148
2021 Q1	$64K	Buy	345 +175	+103%	+$31.6K	0.03%	157
2020 Q4	$30K	Hold	170	–	–	0.01%	173
2020 Q3	$26K	Hold	170	–	–	0.01%	172
2020 Q2	$24K	Hold	170	–	–	0.01%	178
2020 Q1	$20K	Hold	170	–	–	0.01%	188
2019 Q4	$25K	Hold	170	–	–	0.01%	181
2019 Q3	$23K	Hold	170	–	–	0.01%	189
2019 Q2	$23K	Hold	170	–	–	0.01%	186
2019 Q1	$22K	Sell	170 -285	-63%	-$35.5K	0.01%	188
2018 Q4	$52K	Buy	+455	New	+$56.1K	0.03%	146

Other funds holding VTHR

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Bank of America

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

HighTower Advisors

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

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

Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return

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

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

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return