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Personal Wealth Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-90
Closed -$13K – 602
2019
Q4 		$13K Hold
90
– – 0.01% 219
2019
Q3 		$12K Hold
90
– – 0.01% 229
2019
Q2 		$12K Buy
+90
New +$11.9K 0.01% 207

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.44% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Personal Wealth Partners's VTHR Position: Q1 2020 in Review

Personal Wealth Partners sold out of Vanguard Russell 3000 ETF (VTHR) in Q1 2020, closing a stake of 90 shares — an estimated $13K sold.

Personal Wealth Partners first reported a position in VTHR in Q2 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 71 funds tracked by Wall St. Rank hold VTHR as of Q1 2020.

  • Personal Wealth Partners reported no remaining Vanguard Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 90 Vanguard Russell 3000 ETF shares in Q1 2020, an estimated $13K.
  • Personal Wealth Partners first reported a position in Vanguard Russell 3000 ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Vanguard Russell 3000 ETF position peaked at $13K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.