HGWM
Harvest Group Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-764
| Closed | -$91K | – | 704 |
|
|
2020
Q4 | $91K | Buy |
764
+7
| +0.9% | +$834 | 0.05% | 73 |
|
|
2020
Q3 | $79K | Buy |
757
+4
| +0.5% | +$417 | 0.05% | 69 |
|
|
2020
Q2 | $75K | Sell |
753
-456
| -38% | -$45.4K | 0.06% | 64 |
|
|
2020
Q1 | $107K | Hold |
1,209
| – | – | 0.11% | 48 |
|
|
2019
Q4 | $144K | Hold |
1,209
| – | – | 0.13% | 44 |
|
|
2019
Q3 | $135K | Buy |
1,209
+1,085
| +875% | +$121K | 0.17% | 40 |
|
|
2019
Q2 | $13K | Buy |
+124
| New | +$13K | 0.02% | 196 |
|