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Harvest Group Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Harvest Group Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-37
Closed -$13K – 695
2020
Q4 		$13K Sell
37
-51
-58% -$16.6K 0.01% 209
2020
Q3 		$27K Buy
88
+1
+1% +$305 0.02% 143
2020
Q2 		$24K Buy
87
+14
+19% +$3.77K 0.02% 144
2020
Q1 		$17K Buy
73
+1
+1% +$280 0.02% 154
2019
Q4 		$21K Buy
72
+7
+11% +$1.98K 0.02% 153
2019
Q3 		$18K Buy
+65
New +$17.6K 0.02% 180

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2021, closing a stake of 37 shares — an estimated $13K sold.

Harvest Group Wealth Management first reported a position in VOO in Q3 2019 and held it in 6 quarters. The position peaked at $27K in Q3 2020. 1,697 funds tracked by Wall St. Rank hold VOO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 37 Vanguard S&P 500 ETF shares in Q1 2021, an estimated $13K.
  • Harvest Group Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Vanguard S&P 500 ETF position peaked at $27K in Q3 2020.
  • 1,697 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2021.

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