Heartwood Wealth Advisors LLC Vanguard Mid Cap Value Index F Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,417 shares of VOE stock, worth $943,478. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,417
Previous 5,798 6.57%
Holding current value
$943,478
Previous $872,000 4.13%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$149.02 - $167.67 $56,776 - $63,882
-381 Reduced 6.57%
5,417 $908,000
Q2 2024

Jul 09, 2024
BUY
$146.82 - $155.77 $55,938 - $59,348
381 Added 7.03%
5,798 $872,000
Q2 2022

Jul 25, 2022
SELL
$126.2 - $153.17 $19,687 - $23,894
-156 Reduced 2.8%
5,417 $702,000
Q1 2022

Apr 26, 2022
BUY
$140.72 - $152.6 $21,952 - $23,805
156 Added 2.88%
5,573 $834,000
Q2 2020

Aug 05, 2020
BUY
$75.66 - $107.24 $142,543 - $202,040
1,884 Added 53.33%
5,417 $518,000
Q4 2019

Jan 31, 2020
BUY
$108.67 - $119.8 $383,931 - $423,253
3,533 New
3,533 $421,000

Others Institutions Holding VOE

# of Institutions
1,105
Shares Held
68.1M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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