Heartwood Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 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 989 shares of VTI stock, worth $294,722. This represents 0.03% of its overall portfolio holdings.
Number of Shares
989
Previous 975
1.44%
Holding current value
$294,722
Previous $276,000
3.62%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding VTI
# of Institutions
3,202Shares Held
454MCall Options Held
1.8MPut Options Held
611K-
Vanguard Group Inc Valley Forge, PA50.8MShares$15.1 Billion0.26% of portfolio
-
Betterment LLC New York, NY27.7MShares$8.24 Billion18.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$3.87 Billion1.69% of portfolio
-
Morgan Stanley New York, NY12.6MShares$3.76 Billion0.26% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$3.75 Billion0.3% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity