Heartwood Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 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 $686,873. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,560
-0.0%
Holding current value
$686,873
Previous $640,000
6.88%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,093Shares Held
41.5MCall Options Held
40.4KPut Options Held
17.9K-
Bank Of America Corp Charlotte, NC8.54MShares$2.29 Billion0.19% of portfolio
-
Jones Financial Companies Lllp1.97MShares$528 Million0.57% of portfolio
-
Morgan Stanley New York, NY1.7MShares$457 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$453 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$378 Million1.08% of portfolio