Harvest Group Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 19,630 shares of VBK stock, worth $5.21 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
19,630
Previous 15,066 30.29%
Holding current value
$5.21 Million
Previous $3.02 Million 40.62%
% of portfolio
2.77%
Previous 2.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023
BUY
$198.77 - $233.54 $907,186 - $1.07 Million
4,564 Added 30.29%
19,630 $4.25 Million
Q4 2022

Jan 27, 2023
BUY
$192.0 - $216.09 $18,432 - $20,744
96 Added 0.64%
15,066 $3.02 Million
Q3 2022

Nov 08, 2022
BUY
$192.77 - $237.17 $109,107 - $134,238
566 Added 3.93%
14,970 $2.97 Million
Q2 2022

Aug 04, 2022
SELL
$188.16 - $253.27 $172,919 - $232,755
-919 Reduced 6.0%
14,404 $3.14 Million
Q1 2022

Apr 21, 2022
BUY
$224.28 - $282.83 $3.44 Million - $4.33 Million
15,323 New
15,323 $3.8 Million

Others Institutions Holding VBK

# of Institutions
1,061
Shares Held
41.3M
Call Options Held
30.1K
Put Options Held
19.9K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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

Track Harvest Group Wealth Management, LLC Portfolio

Follow Harvest Group 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 Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email