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 $630,433. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,923
Previous 15,800
11.88%
Holding current value
$630,433
Previous $719,000
9.87%
% of portfolio
0.42%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.46 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.12 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$900 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$389 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$362 Million0.09% of portfolio