Heartwood Wealth Advisors LLC Vanguard Consumer Staples ETF Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 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 1,259 shares of VDC stock, worth $269,413. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,259
Previous 1,259 -0.0%
Holding current value
$269,413
Previous $255,000 7.84%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 09, 2024
SELL
$194.57 - $209.07 $389 - $418
-2 Reduced 0.16%
1,259 $255,000
Q4 2023

Jan 17, 2024
BUY
$175.13 - $191.99 $220,838 - $242,099
1,261 New
1,261 $240,000
Q1 2023

Apr 14, 2023
BUY
$184.07 - $195.02 $193,457 - $204,966
1,051 New
1,051 $203,000
Q2 2022

Jul 25, 2022
SELL
$177.06 - $208.31 $191,047 - $224,766
-1,079 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$185.1 - $200.92 $199,722 - $216,792
1,079 New
1,079 $211,000
Q3 2021

Oct 12, 2021
SELL
$179.22 - $189.21 $206,640 - $218,159
-1,153 Closed
0 $0
Q4 2020

Jan 26, 2021
BUY
$159.52 - $175.0 $183,926 - $201,775
1,153 New
1,153 $201,000

Others Institutions Holding VDC

# of Institutions
633
Shares Held
15.2M
Call Options Held
1.9K
Put Options Held
3K
View Full List

About VANGUARD CONSUMER STAPLES ETF

VDC Quotes by TradingView
  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email