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 $768,588. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,560
-0.0%
Holding current value
$768,588
Previous $640,000
6.88%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,117Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.79 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$587 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$513 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$507 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$423 Million1.08% of portfolio