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 $182,129. This represents 0.09% of its overall portfolio holdings.
Number of Shares
712
Previous 1,427
50.11%
Holding current value
$182,129
Previous $256,000
46.09%
% of portfolio
0.09%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding VOT
# of Institutions
1,054Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$793 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$735 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$695 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$585 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$475 Million0.34% of portfolio