Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi Transaction History
Heartwood Wealth Advisors LLC
- $830 Million
- Q1 2025
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 55,203 shares of VYMI stock, worth $4.19 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
55,203
Previous 51,196
7.83%
Holding current value
$4.19 Million
Previous $3.48 Million
17.04%
% of portfolio
0.49%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding VYMI
# of Institutions
625Shares Held
53.5MCall Options Held
2.9KPut Options Held
1.2K-
Morgan Stanley New York, NY4.48MShares$340 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$275 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.58MShares$196 Million5.27% of portfolio
-
Wells Fargo & Company San Francisco, CA1.83MShares$139 Million0.03% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.8MShares$137 Million0.36% of portfolio