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

Heartwood Wealth Advisors LLC

$836 Million
Q2 2024

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 $494,357. This represents 0.06% of its overall portfolio holdings.

Number of Shares

957

Previous 746 28.28%

Holding current value

$494,357

Previous $358,000 33.52%

% of portfolio

0.06%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,999

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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