Harvest Group Wealth Management’s Vanguard Morningstar 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Harvest Group Wealth Management's VV Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 38% in Q1 2023, selling an estimated $57.9K and leaving 508 shares worth $95K. The position accounts for 0.06% of the portfolio, ranked #56.

Harvest Group Wealth Management first reported a position in VV in Q1 2021 and has held it in 9 quarters since. The position peaked at $6.94M in Q4 2021. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

Harvest Group Wealth Management held 508 shares of Vanguard Morningstar Large-Cap ETF worth $95K as of Q1 2023.
Harvest Group Wealth Management sold 318 Vanguard Morningstar Large-Cap ETF shares in Q1 2023, an estimated $57.9K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Harvest Group Wealth Management's portfolio in Q1 2023, its #56 holding.
Harvest Group Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 9 quarters since.
Harvest Group Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $6.94M in Q4 2021.
894 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.