HGWM
VV icon

Harvest Group Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Harvest Group Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$95K Sell
508
-318
-38% -$57.9K 0.06% 56
2022
Q4 		$144K Sell
826
-98
-11% -$17.2K 0.09% 56
2022
Q3 		$158K Sell
924
-602
-39% -$109K 0.11% 56
2022
Q2 		$283K Sell
1,526
-92
-6% -$17.3K 0.17% 51
2022
Q1 		$337K Sell
1,618
-29,768
-95% -$6.11M 0.19% 42
2021
Q4 		$6.94M Sell
31,386
-5
-0% -$1.07K 3.89% 14
2021
Q3 		$6.31M Buy
31,391
+539
+2% +$111K 3.71% 15
2021
Q2 		$6.19M Buy
30,852
+3,069
+11% +$599K 3.69% 14
2021
Q1 		$5.43M Buy
+27,783
New +$5.03M 3.41% 14

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return