Heartwood Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 138,730 shares of VO stock, worth $35 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
138,730
Previous 137,623 0.8%
Holding current value
$35 Million
Previous $34.4 Million 2.33%
% of portfolio
4.02%
Previous 4.24%

Shares

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

Jul 09, 2024
BUY
$234.99 - $248.98 $260,133 - $275,620
1,107 Added 0.8%
138,730 $33.6 Million
Q1 2024

Apr 02, 2024
SELL
$225.86 - $249.86 $108,864 - $120,432
-482 Reduced 0.35%
137,623 $34.4 Million
Q4 2023

Jan 17, 2024
BUY
$195.66 - $233.95 $378,602 - $452,693
1,935 Added 1.42%
138,105 $32.1 Million
Q3 2023

Oct 17, 2023
BUY
$206.6 - $228.23 $162,594 - $179,617
787 Added 0.58%
136,170 $28.4 Million
Q2 2023

Jul 19, 2023
BUY
$203.43 - $220.16 $550,481 - $595,752
2,706 Added 2.04%
135,383 $29.8 Million
Q1 2023

Apr 14, 2023
BUY
$200.2 - $225.98 $823,222 - $929,229
4,112 Added 3.2%
132,677 $28 Million
Q4 2022

Jan 12, 2023
BUY
$199.06 - $217.26 $862,925 - $941,822
4,335 Added 3.49%
128,565 $0
Q3 2022

Oct 25, 2022
BUY
N/A
5,883 Added 4.97%
124,230 $23.4 Million
Q2 2022

Jul 25, 2022
BUY
N/A
3,572 Added 3.11%
118,347 $23.3 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-3,063 Reduced 2.6%
114,775 $27.3 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-569 Reduced 0.48%
117,838 $30 Million
Q3 2021

Oct 12, 2021
BUY
N/A
1,643 Added 1.41%
118,407 $28 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-1,149 Reduced 0.97%
116,764 $27.7 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-12,990 Reduced 9.92%
117,913 $26.1 Million
Q4 2020

Jan 26, 2021
BUY
N/A
1,745 Added 1.35%
130,903 $27.1 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-189,166 Reduced 59.43%
129,158 $22.8 Million
Q2 2020

Aug 05, 2020
BUY
N/A
156,207 Added 96.35%
318,324 $31 Million
Q1 2020

May 04, 2020
SELL
N/A
-7,577 Reduced 4.47%
162,117 $21.3 Million
Q4 2019

Jan 31, 2020
BUY
N/A
169,694 New
169,694 $30.2 Million

Others Institutions Holding VO

# of Institutions
2,014
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

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