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 $731,299. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,063
Previous 4,732
14.14%
Holding current value
$731,299
Previous $751,000
14.11%
% of portfolio
0.42%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio