Heartwood Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 952 shares of VTI stock, worth $263,913. This represents 0.03% of its overall portfolio holdings.

Number of Shares
952
Previous 865 10.06%
Holding current value
$263,913
Previous $224,000 13.39%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$245.23 - $269.4 $21,335 - $23,437
87 Added 10.06%
952 $254,000
Q1 2024

Apr 02, 2024
BUY
$232.77 - $260.14 $201,346 - $225,021
865 New
865 $224,000
Q1 2022

Apr 26, 2022
SELL
$209.9 - $242.97 $53,944 - $62,443
-257 Reduced 11.16%
2,045 $466,000
Q3 2021

Oct 12, 2021
BUY
$219.23 - $234.37 $68,838 - $73,592
314 Added 15.79%
2,302 $511,000
Q1 2021

Apr 19, 2021
BUY
$191.87 - $208.85 $11,128 - $12,113
58 Added 3.01%
1,988 $411,000
Q2 2020

Aug 05, 2020
BUY
$122.96 - $164.1 $237,312 - $316,713
1,930 New
1,930 $302,000

Others Institutions Holding VTI

# of Institutions
2,927
Shares Held
463M
Call Options Held
647K
Put Options Held
424K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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