Heartwood Wealth Advisors LLC Vanguard Mid Cap Growth Index Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,006 shares of VOT stock, worth $1.05 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,006
Previous 4,019
0.32%
Holding current value
$1.05 Million
Previous $922,000
5.75%
% of portfolio
0.11%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding VOT
# of Institutions
975Shares Held
38.2MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$812 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$721 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$637 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$572 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$478 Million0.04% of portfolio