Heartwood Wealth Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 260,821 shares of VYM stock, worth $32.6 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
260,821
Previous 258,660
0.84%
Holding current value
$32.6 Million
Previous $31.3 Million
1.16%
% of portfolio
3.7%
Previous 3.85%
Shares
19 transactions
Others Institutions Holding VYM
# of Institutions
1,716Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.89 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.37 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.18 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$652 Million0.32% of portfolio
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Envestnet Asset Management Inc5MShares$624 Million0.21% of portfolio