Heartwood Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Heartwood Wealth Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 19, 2021	SELL	$81.97 - $92.98 $2.35 Million - $2.67 Million	-28,677 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$76.08 - $86.67 $45,952 - $52,348	604 Added 2.15%	28,677 $2.44 Million
Q3 2020 Oct 28, 2020	BUY	$76.31 - $83.64 $1,602 - $1,756	21 Added 0.07%	28,073 $2.22 Million
Q2 2020 Aug 05, 2020	SELL	$64.53 - $86.79 $2,903 - $3,905	-45 Reduced 0.16%	28,052 $2.2 Million
Q1 2020 May 04, 2020	SELL	$56.91 - $99.57 $72,617 - $127,051	-1,276 Reduced 4.34%	28,097 $1.96 Million
Q4 2019 Jan 31, 2020	BUY	$90.14 - $95.25 $2.65 Million - $2.8 Million	29,373 New	29,373 $2.73 Million

1,825

242M

1.22M

1.53M

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