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 $657,165. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,923
              Previous 15,800
              
        
           11.88%
        
      
          
        Holding current value
$657,165
            Previous $719,000
            
        
           9.87%
        
      
          
        % of portfolio
0.42%
            Previous 0.5%
          
        Shares
	  4 transactions
	
  Others Institutions Holding VMBS
# of Institutions
691Shares Held
274MCall Options Held
11.6KPut Options Held
11.4K- 
    
      Bank Of America Corp Charlotte, NC53.2MShares$2.51 Billion0.19% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY48.7MShares$2.3 Billion0.18% of portfolio
- 
    
      Envestnet Asset Management Inc21.1MShares$995 Million0.3% of portfolio
- 
    
      Assetmark, Inc8.61MShares$407 Million0.96% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA7.17MShares$339 Million0.07% of portfolio