Heartwood Wealth Advisors LLC Vanguard Extended Duration Tre Transaction History

Heartwood Wealth Advisors LLC

  • $812 Million
  • Q1 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 156,703 shares of EDV stock, worth $11.2 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
156,703
Holding current value
$11.2 Million
% of portfolio
1.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
BUY
$73.47 - $80.71 $11.5 Million - $12.6 Million
156,703 New
156,703 $12 Million
Q3 2023

Oct 17, 2023
SELL
$69.75 - $86.3 $9,555 - $11,823
-137 Reduced 0.31%
43,663 $3.06 Million
Q2 2023

Jul 19, 2023
BUY
$83.35 - $92.48 $438,754 - $486,814
5,264 Added 13.66%
43,800 $3.81 Million
Q1 2023

Apr 14, 2023
SELL
$83.61 - $92.95 $1.84 Million - $2.04 Million
-21,985 Reduced 36.33%
38,536 $3.49 Million
Q4 2022

Jan 12, 2023
BUY
$76.68 - $94.96 $4.64 Million - $5.75 Million
60,521 New
60,521 $0

Others Institutions Holding EDV

# of Institutions
178
Shares Held
12.2M
Call Options Held
163K
Put Options Held
220K
View Full List

About VANGUARD EXTENDED DURATION TRE

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