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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$95K Sell
2022
Q4
$144K Sell
2022
Q3
$158K Sell
2022
Q2
$283K Sell
2022
Q1
$337K Sell
2021
Q4
$6.94M Sell
2021
Q3
$6.31M Buy
2021
Q2
$6.19M Buy
2021
Q1
$5.43M Buy