Harvest Group Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$4.97M	Buy	37,051 +1,327	+4%	+$184K	3.09%	13
2022 Q4	$4.83M	Buy	35,724 +1,084	+3%	+$145K	3.17%	13
2022 Q3	$4.4M	Buy	34,640 +982	+3%	+$133K	2.93%	13
2022 Q2	$4.64M	Buy	33,658 +38	+0.1%	+$5.38K	2.86%	13
2022 Q1	$5.03M	Buy	+33,620	New	+$4.94M	2.86%	14
2019 Q3	–	Sell	-44	Closed	-$4K	–	1137
2019 Q2	$4K	Buy	+44	New	+$4.82K	0.01%	416

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Harvest Group Wealth Management's VOE Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.7% in Q1 2023, buying an estimated $184K and bringing the position to 37,051 shares worth $4.97M. The position accounts for 3.09% of the portfolio, ranked #13.

Harvest Group Wealth Management first reported a position in VOE in Q2 2019 and has held it in 6 quarters since. The position peaked at $5.03M in Q1 2022. 908 funds tracked by Wall St. Rank hold VOE as of Q1 2023.

Harvest Group Wealth Management held 37,051 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.97M as of Q1 2023.
Harvest Group Wealth Management bought 1,327 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2023, an estimated $184K.
Vanguard Morningstar Mid-Cap Value ETF made up 3.09% of Harvest Group Wealth Management's portfolio in Q1 2023, its #13 holding.
Harvest Group Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 6 quarters since.
Harvest Group Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.03M in Q1 2022.
908 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.