Harvest Group Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$645K Sell
2022
Q4
$751K Sell
2022
Q3
$732K Sell
2022
Q2
$817K Buy