HGWM
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Harvest Group Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Harvest Group Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-150
Closed -$22K – 1139
2019
Q2 		$22K Hold
150
– – 0.03% 145
2019
Q1 		$22K Buy
+150
New +$20.9K 0.02% 149

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harvest Group Wealth Management's VTI Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2019, closing a stake of 150 shares — an estimated $22K sold.

Harvest Group Wealth Management first reported a position in VTI in Q1 2019 and held it in 2 quarters. The position peaked at $22K in Q2 2019. 1,314 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 150 Vanguard Total Stock Market ETF shares in Q3 2019, an estimated $22K.
  • Harvest Group Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Vanguard Total Stock Market ETF position peaked at $22K in Q2 2019.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.