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 $6.01 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
19,630
Previous 15,066
30.29%
Holding current value
$6.01 Million
Previous $3.02 Million
40.62%
% of portfolio
2.77%
Previous 2.08%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,248Shares Held
44.6MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio