Harvest Group Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 712 shares of VOT stock, worth $178,049. This represents 0.09% of its overall portfolio holdings.
Number of Shares
712
Previous 1,427
50.11%
Holding current value
$178,049
Previous $256,000
46.09%
% of portfolio
0.09%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding VOT
# of Institutions
1,056Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$775 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$719 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$679 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$572 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$464 Million0.34% of portfolio