Harvest Group Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$139K	Sell	712 -715	-50%	-$137K	0.09%	52
2022 Q4	$257K	Sell	1,427 -29	-2%	-$5.25K	0.17%	51
2022 Q3	$252K	Sell	1,456 -58	-4%	-$11K	0.17%	52
2022 Q2	$294K	Buy	+1,514	New	+$293K	0.18%	50
2020 Q4	–	Sell	-103	Closed	-$20.3K	–	860
2020 Q3	$19K	Hold	103	–	–	0.01%	175
2020 Q2	$17K	Sell	103 -14	-12%	-$2.12K	0.01%	171
2020 Q1	$14K	Hold	117	–	–	0.01%	175
2019 Q4	$18K	Hold	117	–	–	0.02%	169
2019 Q3	$17K	Buy	+117	New	+$17.5K	0.02%	184

Other funds holding VOT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Harvest Group Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 50% in Q1 2023, selling an estimated $137K and leaving 712 shares worth $139K. The position accounts for 0.09% of the portfolio, ranked #52.

Harvest Group Wealth Management first reported a position in VOT in Q3 2019 and has held it in 9 quarters since. The position peaked at $294K in Q2 2022. 748 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

Harvest Group Wealth Management held 712 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $139K as of Q1 2023.
Harvest Group Wealth Management sold 715 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $137K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of Harvest Group Wealth Management's portfolio in Q1 2023, its #52 holding.
Harvest Group Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 9 quarters since.
Harvest Group Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $294K in Q2 2022.
748 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2023.

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