A detailed history of Harvest Group Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 4,063 shares of VBR stock, worth $811,177. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,063
Previous 4,732 14.14%
Holding current value
$811,177
Previous $751,000 14.11%
% of portfolio
0.42%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$150.22 - $177.69 $100,497 - $118,874
-669 Reduced 14.14%
4,063 $645,000
Q4 2022

Jan 27, 2023

SELL
$147.25 - $169.54 $12,221 - $14,071
-83 Reduced 1.72%
4,732 $751,000
Q3 2022

Nov 08, 2022

SELL
$143.4 - $172.87 $29,827 - $35,956
-208 Reduced 4.14%
4,815 $732,000
Q2 2022

Aug 04, 2022

BUY
$146.67 - $178.24 $736,723 - $895,299
5,023 New
5,023 $817,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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