HGWM
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Harvest Group Wealth Management’s V2X VVX Stock Holding History

Harvest Group Wealth Management’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-31
Closed -$2K – 702
2020
Q4 		$2K Hold
31
– – ﹤0.01% 392
2020
Q3 		$1K Hold
31
– – ﹤0.01% 534
2020
Q2 		$1K Hold
31
– – ﹤0.01% 434
2020
Q1 		$1K Hold
31
– – ﹤0.01% 446
2019
Q4 		$1K Hold
31
– – ﹤0.01% 893
2019
Q3 		$1K Hold
31
– – ﹤0.01% 945
2019
Q2 		$1K Hold
31
– – ﹤0.01% 829
2019
Q1 		$1K Buy
+31
New +$801 ﹤0.01% 862

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return