Heartwood Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,560 shares of VBK stock, worth $653,747. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,560
-0.0%
Holding current value
$653,747
Previous $684,000
4.68%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,227Shares Held
46.4MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.45 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$488 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$460 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$431 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$373 Million1.12% of portfolio