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 $640,875. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,923
Previous 15,800
11.88%
Holding current value
$640,875
Previous $719,000
9.87%
% of portfolio
0.42%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
686Shares Held
377MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.08 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.42 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.24 Billion0.18% of portfolio
-
Envestnet Asset Management Inc20.9MShares$960 Million0.32% of portfolio
-
Assetmark, Inc8.29MShares$382 Million1.06% of portfolio