HGWM
Harvest Group Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,117
| Closed | -$412K | – | 690 |
|
|
2020
Q4 | $412K | Buy |
2,117
+10
| +0.5% | +$1.95K | 0.25% | 24 |
|
|
2020
Q3 | $324K | Buy |
2,107
+3
| +0.1% | +$461 | 0.22% | 25 |
|
|
2020
Q2 | $306K | Sell |
2,104
-26
| -1% | -$3.78K | 0.26% | 24 |
|
|
2020
Q1 | $245K | Buy |
2,130
+5
| +0.2% | +$575 | 0.25% | 28 |
|
|
2019
Q4 | $352K | Hold |
2,125
| – | – | 0.31% | 20 |
|
|
2019
Q3 | $327K | Buy |
+2,125
| New | +$327K | 0.4% | 17 |
|