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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

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tyler-Stone Wealth Management's VTHR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2024, closing a stake of 40 shares — an estimated $9.58K sold.

Tyler-Stone Wealth Management first reported a position in VTHR in Q4 2021 and held it in 10 quarters. The position peaked at $9.58K in Q2 2024. 167 funds tracked by Wall St. Rank hold VTHR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Vanguard Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 40 Vanguard Russell 3000 ETF shares in Q3 2024, an estimated $9.58K.
  • Tyler-Stone Wealth Management first reported a position in Vanguard Russell 3000 ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Vanguard Russell 3000 ETF position peaked at $9.58K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.