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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

MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Peoples Financial Services Corp's VTHR Position: Q4 2022 in Review

Peoples Financial Services Corp sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2022, closing a stake of 751 shares — an estimated $121K sold.

Peoples Financial Services Corp first reported a position in VTHR in Q4 2018 and held it in 16 quarters. The position peaked at $153K in Q1 2022. 133 funds tracked by Wall St. Rank hold VTHR as of Q4 2022.

  • Peoples Financial Services Corp reported no remaining Vanguard Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
  • Peoples Financial Services Corp sold 751 Vanguard Russell 3000 ETF shares in Q4 2022, an estimated $121K.
  • Peoples Financial Services Corp first reported a position in Vanguard Russell 3000 ETF in Q4 2018 and held it in 16 quarters.
  • Peoples Financial Services Corp's Vanguard Russell 3000 ETF position peaked at $153K in Q1 2022.
  • 133 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2022.

Based on Peoples Financial Services Corp's 13F filing for Q4 2022, filed 12 Jan 2023.