Heartwood Wealth Advisors LLC Vanguard Energy ETF Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,907 shares of VDE stock, worth $465,987. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,907
Previous 3,907
-0.0%
Holding current value
$465,987
Previous $514,000
3.11%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$285 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$190 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$168 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$150 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$118 Million0.03% of portfolio