Heartwood Wealth Advisors LLC Vanguard Growth ETF Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 48,817 shares of VUG stock, worth $17.8 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
48,817
Previous 48,744 0.15%
Holding current value
$17.8 Million
Previous $16.8 Million 8.83%
% of portfolio
2.18%
Previous 2.07%

Shares

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

Jul 09, 2024
BUY
$322.46 - $377.11 $23,539 - $27,529
73 Added 0.15%
48,817 $18.3 Million
Q1 2024

Apr 02, 2024
SELL
$301.05 - $346.61 $4 Million - $4.6 Million
-13,271 Reduced 21.4%
48,744 $16.8 Million
Q4 2023

Jan 17, 2024
SELL
$261.54 - $312.16 $390,217 - $465,742
-1,492 Reduced 2.35%
62,015 $19.3 Million
Q3 2023

Oct 17, 2023
SELL
$269.56 - $293.5 $11,051 - $12,033
-41 Reduced 0.06%
63,507 $17.3 Million
Q2 2023

Jul 19, 2023
SELL
$243.06 - $282.96 $17,743 - $20,656
-73 Reduced 0.11%
63,548 $18 Million
Q1 2023

Apr 14, 2023
SELL
$209.25 - $249.44 $161,750 - $192,817
-773 Reduced 1.2%
63,621 $15.9 Million
Q4 2022

Jan 12, 2023
BUY
$208.44 - $233.81 $2.24 Million - $2.51 Million
10,728 Added 19.99%
64,394 $0
Q3 2022

Oct 25, 2022
BUY
N/A
169 Added 0.32%
53,666 $11.5 Million
Q2 2022

Jul 25, 2022
BUY
N/A
88 Added 0.16%
53,497 $11.9 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-4,556 Reduced 7.86%
53,409 $15.4 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-2,669 Reduced 4.4%
57,965 $18.6 Million
Q3 2021

Oct 12, 2021
SELL
N/A
-1,223 Reduced 1.98%
60,634 $17.6 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-7,559 Reduced 10.89%
61,857 $17.7 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-14,113 Reduced 16.9%
69,416 $17.8 Million
Q4 2020

Jan 26, 2021
BUY
N/A
582 Added 0.7%
83,529 $21.2 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-14,526 Reduced 14.9%
82,947 $18.9 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-171 Reduced 0.18%
97,473 $19.7 Million
Q1 2020

May 04, 2020
SELL
N/A
-6,654 Reduced 6.38%
97,644 $15.3 Million
Q4 2019

Jan 31, 2020
BUY
N/A
104,298 New
104,298 $19 Million

Others Institutions Holding VUG

# of Institutions
2,283
Shares Held
242M
Call Options Held
194K
Put Options Held
73.7K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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