Harvest Group Wealth Management, LLC Vanguard Mortg Backed Sec ETF Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 13,923 shares of VMBS stock, worth $633,914. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,923
Previous 15,800
11.88%
Holding current value
$633,914
Previous $719,000
9.87%
% of portfolio
0.42%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
601Shares Held
335MCall Options Held
600Put Options Held
28.7K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA135MShares$6.15 Billion8.46% of portfolio
-
Bank Of America Corp Charlotte, NC64.6MShares$2.94 Billion0.28% of portfolio
-
Envestnet Asset Management Inc18.5MShares$840 Million0.32% of portfolio
-
Assetmark, Inc7.11MShares$324 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY6.22MShares$283 Million0.03% of portfolio