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Tyler-Stone Wealth Management’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-40
Closed -$9.58K – 932
2024
Q2 		$9.58K Hold
40
– – ﹤0.01% 664
2024
Q1 		$9.32K Hold
40
– – ﹤0.01% 661
2023
Q4 		$8.51K Hold
40
– – ﹤0.01% 661
2023
Q3 		$8K Hold
40
– – ﹤0.01% 656
2023
Q2 		$8K Buy
+40
New +$7.49K ﹤0.01% 653
2022
Q4 		$7K Hold
40
– – ﹤0.01% 620
2022
Q3 		$6K Hold
40
– – ﹤0.01% 626
2022
Q2 		$7K Hold
40
– – ﹤0.01% 618
2022
Q1 		$8K Hold
40
– – ﹤0.01% 616
2021
Q4 		$9K Buy
+40
New +$8.42K ﹤0.01% 637

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C
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Natixis Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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