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 $640,736. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,923
Previous 15,800
11.88%
Holding current value
$640,736
Previous $719,000
9.87%
% of portfolio
0.42%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$914 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$373 Million1.01% of portfolio