Heartwood Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 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 141,132 shares of VO stock, worth $38.2 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
141,132
Previous 139,656
1.06%
Holding current value
$38.2 Million
Previous $36.8 Million
1.17%
% of portfolio
4.24%
Previous 4.12%
Shares
21 transactions
Others Institutions Holding VO
# of Institutions
2,294Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio