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 $199,217. This represents 0.09% of its overall portfolio holdings.

Number of Shares

712

Previous 1,427 50.11%

Holding current value

$199,217

Previous $256,000 46.09%

% of portfolio

0.09%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	SELL	$177.43 - $203.61 $126,862 - $145,581	-715 Reduced 50.11%	712 $138,000
Q4 2022 Jan 27, 2023	SELL	$165.84 - $193.83 $4,809 - $5,621	-29 Reduced 1.99%	1,427 $256,000
Q3 2022 Nov 08, 2022	SELL	$170.12 - $208.72 $9,866 - $12,105	-58 Reduced 3.83%	1,456 $252,000
Q2 2022 Aug 04, 2022	BUY	$167.96 - $227.2 $254,291 - $343,980	1,514 New	1,514 $294,000
Q1 2021 May 04, 2021	SELL	$204.75 - $230.34 $0 - $0	0 Closed	0 $0

Q4 2020 Feb 01, 2021	SELL	$178.76 - $215.29 $18,412 - $22,174	-103 Closed	0 $0
Q2 2020 Jul 31, 2020	SELL	$120.77 - $169.89 $1,690 - $2,378	-14 Reduced 11.97%	103 $17,000
Q3 2019 Nov 01, 2019	BUY	$147.12 - $150.91 $17,213 - $17,656	117 New	117 $17,000

Others Institutions Holding VOT

# of Institutions

1,151

Shares Held

41.3M

Call Options Held

15K

Put Options Held

9.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Harvest Group Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History