Harvest Group Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 109,248 shares of VGIT stock, worth $6.39 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
109,248
Previous 74,627
46.39%
Holding current value
$6.39 Million
Previous $4.36 Million
50.09%
% of portfolio
4.26%
Previous 3.01%
Shares
2 transactions
Others Institutions Holding VGIT
# of Institutions
852Shares Held
404MCall Options Held
19.7KPut Options Held
8.6K-
Jpmorgan Chase & CO New York, NY65.7MShares$3.84 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY22.5MShares$1.32 Billion0.09% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.26 Billion0.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.1MShares$999 Million3.35% of portfolio