Harvest Group Wealth Management’s Vonage Holdings Corporation VG Stock Holding History

Harvest Group Wealth Management’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-22	Closed	–	–	831
2020 Q4	$0	Hold	22	–	–	﹤0.01%	913
2020 Q3	$0	Buy	+22	New	+$244	﹤0.01%	904
2019 Q4	–	Sell	-329	Closed	-$4K	–	1117
2019 Q3	$4K	Hold	329	–	–	﹤0.01%	521
2019 Q2	$3K	Buy	329 +60	+22%	+$650	﹤0.01%	499
2019 Q1	$3K	Buy	+269	New	+$2.58K	﹤0.01%	570

Other funds holding VG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Harvest Group Wealth Management's VG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Vonage Holdings Corporation (VG) in Q1 2021, closing a stake of 22 shares.

Harvest Group Wealth Management first reported a position in VG in Q1 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2019. 262 funds tracked by Wall St. Rank hold VG as of Q1 2021.

Harvest Group Wealth Management reported no remaining Vonage Holdings Corporation position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 22 Vonage Holdings Corporation shares in Q1 2021.
Harvest Group Wealth Management first reported a position in Vonage Holdings Corporation in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Vonage Holdings Corporation position peaked at $4K in Q3 2019.
262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.