Heartwood Wealth Advisors LLC VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF Transaction History

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025
Number of Shares
88,202
Previous 80,455 9.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
7,747 Added 9.63%
88,202 $0
Q4 2024

Jan 10, 2025
BUY
N/A
447 Added 0.56%
80,455 $0
Q3 2024

Oct 07, 2024
BUY
N/A
80,008 New
80,008 $0
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