Heartwood Wealth Advisors LLC Vanguard Consumer Staples ETF Transaction History
Heartwood Wealth Advisors LLC
- $812 Million
- Q1 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,261 shares of VDC stock, worth $257,521. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,261
Previous 1,261
-0.0%
Holding current value
$257,521
Previous $240,000
7.08%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VDC
# of Institutions
600Shares Held
15.4MCall Options Held
5.2KPut Options Held
1.9K-
Bank Of America Corp Charlotte, NC3.68MShares$751 Million0.07% of portfolio
-
Beacon Capital Management, Inc.794KShares$162 Million6.97% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH794KShares$162 Million0.3% of portfolio
-
Morgan Stanley New York, NY688KShares$141 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC655KShares$134 Million0.07% of portfolio