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 $1.03 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,006

Previous 4,019 0.32%

Holding current value

$1.03 Million

Previous $922,000 5.75%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$218.05 - $243.47 $2,834 - $3,165	-13 Reduced 0.32%	4,006 $975,000
Q2 2023 Jul 19, 2023	SELL	$186.22 - $205.77 $372 - $411	-2 Reduced 0.05%	4,019 $826,000
Q1 2023 Apr 14, 2023	BUY	$177.43 - $203.61 $2,306 - $2,646	13 Added 0.32%	4,021 $783,000
Q4 2022 Jan 12, 2023	BUY	$165.84 - $193.83 $210,782 - $246,357	1,271 Added 46.44%	4,008 $0
Q3 2022 Oct 25, 2022	SELL	$170.12 - $208.72 $14,460 - $17,741	-85 Reduced 3.01%	2,737 $467,000
Q1 2022 Apr 26, 2022	SELL	$199.76 - $251.37 $9,988 - $12,568	-50 Reduced 1.74%	2,822 $629,000
Q3 2021 Oct 12, 2021	BUY	$230.42 - $251.05 $19,585 - $21,339	85 Added 3.05%	2,872 $679,000
Q1 2020 May 04, 2020	SELL	$108.51 - $170.49 $2,712 - $4,262	-25 Reduced 0.89%	2,787 $353,000
Q4 2019 Jan 31, 2020	BUY	$144.1 - $159.03 $405,209 - $447,192	2,812 New	2,812 $446,000

Others Institutions Holding VOT

# of Institutions

978

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Account

Heartwood Wealth Advisors LLC Vanguard Mid Cap Growth Index Transaction History