Wealthstream Advisors, Inc. Vanguard Russell 3000 ETF Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 34,500 shares of VTHR stock, worth $8.42 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
34,500
Previous 33,254
3.75%
Holding current value
$8.42 Million
Previous $7.08 Million
13.57%
% of portfolio
3.15%
Previous 2.97%
Shares
6 transactions
Others Institutions Holding VTHR
# of Institutions
166Shares Held
3.1MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN589KShares$144 Million0.04% of portfolio
-
Gratus Capital LLC190KShares$46.5 Million2.11% of portfolio
-
Svb Wealth LLC Boston, MA156KShares$38.1 Million0.82% of portfolio
-
Cerity Partners LLC New York, NY138KShares$33.6 Million0.09% of portfolio
-
Morgan Stanley New York, NY128KShares$31.1 Million0.0% of portfolio