Heartwood Wealth Advisors LLC Vanguard Total World Stk Index Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,292 shares of VT stock, worth $269,447. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,292
Previous 2,157 6.26%
Holding current value
$269,447
Previous $242,000 13.22%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$107.72 - $119.96 $14,542 - $16,194
135 Added 6.26%
2,292 $274,000
Q2 2024

Jul 09, 2024
BUY
$104.94 - $113.51 $17,420 - $18,842
166 Added 8.34%
2,157 $242,000
Q1 2024

Apr 02, 2024
BUY
$100.68 - $110.5 $200,453 - $220,005
1,991 New
1,991 $220,000
Q1 2020

May 04, 2020
SELL
$54.48 - $83.17 $149,874 - $228,800
-2,751 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$72.8 - $81.27 $200,272 - $223,573
2,751 New
2,751 $223,000

Others Institutions Holding VT

# of Institutions
978
Shares Held
86.9M
Call Options Held
213K
Put Options Held
50.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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