HGWM
Harvest Group Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $95K | Sell |
508
-318
| -38% | -$59.5K | 0.06% | 56 |
|
|
2022
Q4 | $144K | Sell |
826
-98
| -11% | -$17.1K | 0.09% | 56 |
|
|
2022
Q3 | $158K | Sell |
924
-602
| -39% | -$103K | 0.11% | 54 |
|
|
2022
Q2 | $283K | Sell |
1,526
-92
| -6% | -$17.1K | 0.17% | 51 |
|
|
2022
Q1 | $337K | Sell |
1,618
-29,768
| -95% | -$6.2M | 0.19% | 42 |
|
|
2021
Q4 | $6.94M | Sell |
31,386
-5
| -0% | -$1.11K | 3.89% | 14 |
|
|
2021
Q3 | $6.31M | Buy |
31,391
+539
| +2% | +$108K | 3.71% | 15 |
|
|
2021
Q2 | $6.19M | Buy |
30,852
+3,069
| +11% | +$616K | 3.69% | 14 |
|
|
2021
Q1 | $5.44M | Buy |
+27,783
| New | +$5.44M | 3.41% | 14 |
|