Heartwood Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 957 shares of VOO stock, worth $470,748. This represents 0.06% of its overall portfolio holdings.

Number of Shares
957
Previous 957 -0.0%
Holding current value
$470,748
Previous $515,000 4.66%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 09, 2024
BUY
$455.1 - $504.28 $96,026 - $106,403
211 Added 28.28%
957 $478,000
Q1 2023

Apr 14, 2023
SELL
$348.66 - $382.94 $454,652 - $499,353
-1,304 Reduced 63.61%
746 $280,000
Q4 2022

Jan 12, 2023
BUY
$327.64 - $374.54 $427,242 - $488,400
1,304 Added 174.8%
2,050 $0
Q3 2022

Oct 25, 2022
SELL
$328.3 - $395.04 $61,392 - $73,872
-187 Reduced 20.04%
746 $245,000
Q2 2022

Jul 25, 2022
BUY
$337.07 - $419.85 $49,886 - $62,137
148 Added 18.85%
933 $324,000
Q1 2022

Apr 26, 2022
BUY
$382.7 - $439.25 $300,419 - $344,811
785 New
785 $326,000

Others Institutions Holding VOO

# of Institutions
3,561
Shares Held
477M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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