HGWM
Harvest Group Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,462
| Closed | -$302K | – | 697 |
|
|
2020
Q4 | $302K | Buy |
1,462
+5
| +0.3% | +$1.03K | 0.18% | 28 |
|
|
2020
Q3 | $257K | Buy |
1,457
+2
| +0.1% | +$353 | 0.18% | 31 |
|
|
2020
Q2 | $238K | Sell |
1,455
-103
| -7% | -$16.8K | 0.2% | 30 |
|
|
2020
Q1 | $205K | Buy |
1,558
+4
| +0.3% | +$526 | 0.21% | 32 |
|
|
2019
Q4 | $277K | Hold |
1,554
| – | – | 0.24% | 26 |
|
|
2019
Q3 | $261K | Buy |
1,554
+1,491
| +2,367% | +$250K | 0.32% | 22 |
|
|
2019
Q2 | $10K | Buy |
+63
| New | +$10K | 0.01% | 223 |
|