Heartwood Wealth Advisors LLC Vanguard Russell 1000 ETF Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 127,450 shares of VONE stock, worth $31.7 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
127,450
Previous 128,065 0.48%
Holding current value
$31.7 Million
Previous $30.5 Million 2.76%
% of portfolio
3.75%
Previous 3.76%

Shares

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

Jul 09, 2024
SELL
$225.44 - $247.94 $138,645 - $152,483
-615 Reduced 0.48%
127,450 $31.4 Million
Q1 2024

Apr 02, 2024
BUY
$212.91 - $238.32 $27.3 Million - $30.5 Million
128,065 New
128,065 $30.5 Million

Others Institutions Holding VONE

# of Institutions
298
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 1000 ETF

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