Heartwood Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 15,712 shares of VBR stock, worth $3.02 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,712
Previous 15,528 1.18%
Holding current value
$3.02 Million
Previous $2.98 Million 3.76%
% of portfolio
0.34%
Previous 0.37%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$177.65 - $191.11 $32,687 - $35,164
184 Added 1.18%
15,712 $2.87 Million
Q1 2024

Apr 02, 2024
SELL
$172.45 - $191.88 $3,621 - $4,029
-21 Reduced 0.14%
15,528 $2.98 Million
Q3 2023

Oct 17, 2023
BUY
$157.33 - $174.39 $28,162 - $31,215
179 Added 1.16%
15,549 $2.48 Million
Q2 2023

Jul 19, 2023
BUY
$150.74 - $165.4 $22,460 - $24,644
149 Added 0.98%
15,370 $2.54 Million
Q1 2023

Apr 14, 2023
BUY
$150.22 - $177.69 $62,641 - $74,096
417 Added 2.82%
15,221 $2.42 Million
Q4 2022

Jan 12, 2023
BUY
$156.49 - $169.54 $3,129 - $3,390
20 Added 0.14%
14,804 $0
Q3 2022

Oct 25, 2022
BUY
N/A
1 Added 0.01%
14,784 $2.12 Million
Q2 2022

Jul 25, 2022
SELL
N/A
-757 Reduced 4.87%
14,783 $2.22 Million
Q1 2022

Apr 26, 2022
BUY
N/A
1,956 Added 14.4%
15,540 $2.73 Million
Q4 2021

Jan 12, 2022
BUY
N/A
635 Added 4.9%
13,584 $2.43 Million
Q3 2021

Oct 12, 2021
BUY
N/A
17 Added 0.13%
12,949 $2.19 Million
Q2 2021

Jul 21, 2021
BUY
N/A
1,314 Added 11.31%
12,932 $2.25 Million
Q1 2021

Apr 19, 2021
BUY
N/A
951 Added 8.92%
11,618 $1.92 Million
Q4 2020

Jan 26, 2021
BUY
N/A
460 Added 4.51%
10,667 $1.52 Million
Q3 2020

Oct 28, 2020
BUY
N/A
438 Added 4.48%
10,207 $1.13 Million
Q2 2020

Aug 05, 2020
BUY
N/A
5,320 Added 119.58%
9,769 $1.05 Million
Q1 2020

May 04, 2020
SELL
N/A
-40 Reduced 0.89%
4,449 $395,000
Q4 2019

Jan 31, 2020
BUY
N/A
4,489 New
4,489 $615,000

Others Institutions Holding VBR

# of Institutions
1,460
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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