Harvest Group Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 4,063 shares of VBR stock, worth $849,085. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,063
Previous 4,732 14.14%
Holding current value
$849,085
Previous $751,000 14.11%
% of portfolio
0.42%
Previous 0.52%

Shares

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

Apr 28, 2023
SELL
$150.22 - $177.69 $100,497 - $118,874
-669 Reduced 14.14%
4,063 $645,000
Q4 2022

Jan 27, 2023
SELL
$147.25 - $169.54 $12,221 - $14,071
-83 Reduced 1.72%
4,732 $751,000
Q3 2022

Nov 08, 2022
SELL
$143.4 - $172.87 $29,827 - $35,956
-208 Reduced 4.14%
4,815 $732,000
Q2 2022

Aug 04, 2022
BUY
$146.67 - $178.24 $736,723 - $895,299
5,023 New
5,023 $817,000

Others Institutions Holding VBR

# of Institutions
1,770
Shares Held
91.2M
Call Options Held
57.9K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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