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Snowden Capital Advisors’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Snowden Capital Advisors’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
2024
Q1 		– Sell
-977
Closed -$208K – 1213
2023
Q4 		$208K Buy
+977
New +$194K 0.01% 1065
2022
Q2 		– Sell
-1,206
Closed -$245K – 1185
2022
Q1 		$245K Buy
1,206
+1,074
+814% +$216K 0.01% 900
2021
Q4 		$28K Sell
132
-1,049
-89% -$221K ﹤0.01% 1215
2021
Q3 		$234K Buy
1,181
+83
+8% +$16.9K 0.01% 789
2021
Q2 		$219K Sell
1,098
-18
-2% -$3.49K 0.01% 809
2021
Q1 		$206K Sell
1,116
-203
-15% -$36.7K 0.01% 753
2020
Q4 		$230K Hold
1,319
– – 0.02% 597
2020
Q3 		$201K Buy
+1,319
New +$198K 0.02% 546

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return