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 $981,870. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,006
Previous 4,019
0.32%
Holding current value
$981,870
Previous $922,000
5.75%
% of portfolio
0.11%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding VOT
# of Institutions
948Shares Held
38.8MCall Options Held
15.7KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$760 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$599 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$580 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$536 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$443 Million0.04% of portfolio