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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD MID-CAP GROWTH INDEX


  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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