HGWM
VOT icon

Harvest Group Wealth Management’s Vanguard 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return