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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$45.14 - $47.41 $84,727 - $88,988
-1,877 Reduced 11.88%
13,923 $648,000
Q4 2022

Jan 27, 2023

SELL
$44.03 - $46.9 $21,266 - $22,652
-483 Reduced 2.97%
15,800 $719,000
Q3 2022

Nov 08, 2022

SELL
N/A
-1,161 Reduced 6.66%
16,283 $711,000
Q2 2022

Aug 04, 2022

BUY
N/A
17,444 New
17,444 $859,000

Others Institutions Holding VMBS

About VANGUARD MORTG-BACKED SEC ETF


  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Harvest Group Wealth Management, LLC Portfolio

Follow Harvest Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.