Harvest Group Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 19,630 shares of VBK stock, worth $5.57 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
19,630
Previous 15,066
30.29%
Holding current value
$5.57 Million
Previous $3.02 Million
40.62%
% of portfolio
2.77%
Previous 2.08%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,118Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.63 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$555 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$485 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$479 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$400 Million1.08% of portfolio