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SeaCrest Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-620
Closed -$105K – 1512
2022
Q2 		$105K Buy
+620
New +$114K 0.01% 845

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

SeaCrest Wealth Management's VTHR Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2022, closing a stake of 620 shares — an estimated $105K sold.

SeaCrest Wealth Management first reported a position in VTHR in Q2 2022 and held it in 1 quarter. The position peaked at $105K in Q2 2022. 123 funds tracked by Wall St. Rank hold VTHR as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Vanguard Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 620 Vanguard Russell 3000 ETF shares in Q3 2022, an estimated $105K.
  • SeaCrest Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Vanguard Russell 3000 ETF position peaked at $105K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.