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 $726,528. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,560
-0.0%
Holding current value
$726,528
Previous $684,000
4.68%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,188Shares Held
45.7MCall Options Held
39.5KPut Options Held
27.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.63 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.91MShares$543 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.71MShares$485 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$479 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$414 Million1.12% of portfolio