Heartwood Wealth Advisors LLC Vanguard Total World Stk Index Transaction History

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

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 2,296 shares of VT stock, worth $302,635. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,296

Previous 2,362 2.79%

Holding current value

$302,635

Previous $273,000 8.06%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$103.16 - $128.52 $6,808 - $8,482	-66 Reduced 2.79%	2,296 $295,000
Q1 2025 Apr 21, 2025	BUY	$115.08 - $123.97 $2,301 - $2,479	20 Added 0.85%	2,362 $273,000
Q4 2024 Jan 10, 2025	BUY	$117.09 - $123.07 $5,854 - $6,153	50 Added 2.18%	2,342 $275,000
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

1,121

Shares Held

110M

Call Options Held

315K

Put Options Held

120K

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About VANGUARD TOTAL WORLD STK INDEX

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Heartwood Wealth Advisors LLC Vanguard Total World Stk Index Transaction History