HGWM
Harvest Group Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.25M | Buy |
19,630
+4,564
| +30% | +$988K | 2.64% | 17 |
|
|
2022
Q4 | $3.02M | Buy |
15,066
+96
| +0.6% | +$19.3K | 1.98% | 20 |
|
|
2022
Q3 | $2.97M | Buy |
14,970
+566
| +4% | +$112K | 1.97% | 20 |
|
|
2022
Q2 | $3.14M | Sell |
14,404
-919
| -6% | -$201K | 1.94% | 20 |
|
|
2022
Q1 | $3.8M | Buy |
+15,323
| New | +$3.8M | 2.16% | 19 |
|