HGWM
Harvest Group Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.97M | Buy |
37,051
+1,327
| +4% | +$178K | 3.09% | 13 |
|
|
2022
Q4 | $4.83M | Buy |
35,724
+1,084
| +3% | +$147K | 3.17% | 13 |
|
|
2022
Q3 | $4.4M | Buy |
34,640
+982
| +3% | +$125K | 2.93% | 13 |
|
|
2022
Q2 | $4.64M | Buy |
33,658
+38
| +0.1% | +$5.24K | 2.86% | 13 |
|
|
2022
Q1 | $5.03M | Buy |
+33,620
| New | +$5.03M | 2.86% | 14 |
|
|
2019
Q3 | – | Sell |
-44
| Closed | -$4K | – | 1143 |
|
|
2019
Q2 | $4K | Buy |
+44
| New | +$4K | 0.01% | 416 |
|