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Proficio Capital Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-710
Closed -$95K – 1509
2019
Q2 		$95K Buy
+710
New +$93.5K 0.03% 219

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CS
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Proficio Capital Partners's VTHR Position: Q3 2019 in Review

Proficio Capital Partners sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2019, closing a stake of 710 shares — an estimated $95K sold.

Proficio Capital Partners first reported a position in VTHR in Q2 2019 and held it in 1 quarter. The position peaked at $95K in Q2 2019. 66 funds tracked by Wall St. Rank hold VTHR as of Q3 2019.

  • Proficio Capital Partners reported no remaining Vanguard Russell 3000 ETF position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 710 Vanguard Russell 3000 ETF shares in Q3 2019, an estimated $95K.
  • Proficio Capital Partners first reported a position in Vanguard Russell 3000 ETF in Q2 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Vanguard Russell 3000 ETF position peaked at $95K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.