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Sound Financial Strategies Group’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Sound Financial Strategies Group’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
-548
Closed -$93K – 50
2022
Q2 		$93K Sell
548
-1,588
-74% -$292K 0.07% 39
2022
Q1 		$436K Sell
2,136
-1,446
-40% -$291K 0.24% 51
2021
Q4 		$773K Sell
3,582
-297
-8% -$62.5K 0.39% 30
2021
Q3 		$768K Sell
3,879
-2,229
-36% -$454K 0.39% 22
2021
Q2 		$1.22M Buy
+6,108
New +$1.18M 0.61% 18

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

Sound Financial Strategies Group's VTHR Position: Q3 2022 in Review

Sound Financial Strategies Group sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2022, closing a stake of 548 shares — an estimated $93K sold.

Sound Financial Strategies Group first reported a position in VTHR in Q2 2021 and held it in 5 quarters. The position peaked at $1.22M in Q2 2021. 123 funds tracked by Wall St. Rank hold VTHR as of Q3 2022.

  • Sound Financial Strategies Group reported no remaining Vanguard Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 548 Vanguard Russell 3000 ETF shares in Q3 2022, an estimated $93K.
  • Sound Financial Strategies Group first reported a position in Vanguard Russell 3000 ETF in Q2 2021 and held it in 5 quarters.
  • Sound Financial Strategies Group's Vanguard Russell 3000 ETF position peaked at $1.22M in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2022.

Based on Sound Financial Strategies Group's 13F filing for Q3 2022, filed 9 Nov 2022.