TimeScale Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

TimeScale Financial’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
2021 Q4	–	Sell	-1,364	Closed	-$270K	–	553
2021 Q3	$270K	Hold	1,364	–	–	0.07%	59
2021 Q2	$272K	Buy	+1,364	New	+$265K	0.06%	64

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

TimeScale Financial's VTHR Position: Q4 2021 in Review

TimeScale Financial sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2021, closing a stake of 1,364 shares — an estimated $270K sold.

TimeScale Financial first reported a position in VTHR in Q2 2021 and held it in 2 quarters. The position peaked at $272K in Q2 2021. 109 funds tracked by Wall St. Rank hold VTHR as of Q4 2021.

TimeScale Financial reported no remaining Vanguard Russell 3000 ETF position as of Q4 2021 after selling out during the quarter.
TimeScale Financial sold 1,364 Vanguard Russell 3000 ETF shares in Q4 2021, an estimated $270K.
TimeScale Financial first reported a position in Vanguard Russell 3000 ETF in Q2 2021 and held it in 2 quarters.
TimeScale Financial's Vanguard Russell 3000 ETF position peaked at $272K in Q2 2021.
109 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2021.

Based on TimeScale Financial's 13F filing for Q4 2021, filed 19 Jan 2022.