Ae Wealth Management LLC Vanguard Russell 3000 ETF Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,534 shares of VTHR stock, worth $412,323. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,534
Previous 1,534 -0.0%
Holding current value
$412,323
Previous $367,000 5.99%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$219.9 - $241.11 $337,326 - $369,862
1,534 New
1,534 $367,000
Q4 2021

Jan 20, 2022
SELL
$197.78 - $216.93 $249,796 - $273,982
-1,263 Closed
0 $0
Q3 2021

Nov 01, 2021
BUY
$195.75 - $209.13 $21,924 - $23,422
112 Added 9.73%
1,263 $250,000
Q2 2021

Jul 21, 2021
BUY
$186.79 - $199.48 $7,284 - $7,779
39 Added 3.51%
1,151 $229,000
Q1 2021

Apr 27, 2021
SELL
$171.52 - $186.26 $73,239 - $79,533
-427 Reduced 27.75%
1,112 $206,000
Q4 2020

Feb 01, 2021
BUY
$149.19 - $174.08 $9,548 - $11,141
64 Added 4.34%
1,539 $268,000
Q3 2020

Nov 06, 2020
SELL
$141.04 - $162.42 $62,621 - $72,114
-444 Reduced 23.14%
1,475 $225,000
Q2 2020

Aug 05, 2020
BUY
$110.04 - $146.55 $6,162 - $8,206
56 Added 3.01%
1,919 $268,000
Q1 2020

May 07, 2020
BUY
$100.69 - $153.98 $10,773 - $16,475
107 Added 6.09%
1,863 $214,000
Q4 2019

Jan 15, 2020
BUY
$130.91 - $146.88 $229,877 - $257,921
1,756 New
1,756 $257,000

Others Institutions Holding VTHR

# of Institutions
187
Shares Held
3.26M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 3000 ETF

VTHR Quotes by TradingView
  • Ticker VTHR
  • Sector ETFs
  • Industry ETFs
More about VTHR
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email