Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi Transaction History

Heartwood Wealth Advisors LLC

$836 Million
Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 49,874 shares of VYMI stock, worth $3.58 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

49,874

Previous 49,004 1.78%

Holding current value

$3.58 Million

Previous $3.37 Million 1.36%

% of portfolio

0.41%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	BUY	$66.16 - $71.7 $57,559 - $62,379	870 Added 1.78%	49,874 $3.42 Million
Q1 2024 Apr 02, 2024	BUY	$64.37 - $68.92 $104,021 - $111,374	1,616 Added 3.41%	49,004 $3.37 Million
Q4 2023 Jan 17, 2024	SELL	$59.33 - $66.5 $1,423 - $1,596	-24 Reduced 0.05%	47,388 $3.15 Million
Q3 2023 Oct 17, 2023	SELL	$61.76 - $65.96 $211,219 - $225,583	-3,420 Reduced 6.73%	47,412 $2.93 Million
Q2 2023 Jul 19, 2023	BUY	$61.07 - $65.21 $178,935 - $191,065	2,930 Added 6.12%	50,832 $3.21 Million
Q1 2023 Apr 14, 2023	BUY	$59.15 - $64.67 $2.83 Million - $3.1 Million	47,902 New	47,902 $2.97 Million
Q2 2022 Jul 25, 2022	BUY	N/A	6,842 New	6,842 $402,000

Others Institutions Holding VYMI

# of Institutions

530

Shares Held

49.1M

Call Options Held

Put Options Held

500

View Full List

About VANGUARD WHITEHALL FDS INTL HI

Ticker VYMI
Sector ETFs
Industry ETFs

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Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi Transaction History